Latest - RETIREMENT PLANNING

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  Dynamic Planner CEO outlines 5 key issues for financial planning in 2020

  16 January 2020

  Suitability, cashflow, sustainability, regulation and technology. Dynamic Planner CEO Ben Goss outlines what he believes will be the most transformative issues affecting financial planning in 2020. 1. Sustainability becomes part of the suitability conversation: Addressing climate change is the most pressing need of our time. UK advisers, as gatekeepers to one of the largest investment...

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  Defaqto launches guide to balancing pensions freedoms and risk

  7 January 2020

  Financial information firm Defaqto has published a new guide too help advice firms advising on the pension freedoms. The guide, Balancing pension freedoms and risk in the modern advice world, written in conjunction with Canada Life, is designed to provide advisers with information and advice following the recent raft of regulatory changes. Defaqto said the guide...

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  What does the FCA have lined up for 2020?

  5 January 2020

  Aegon’s Steven Cameron sets out his ‘pick’ of FCA plans which may affect adviser firms in 2020 As with Government and industry, the FCA will be devoting a considerable amount of time and resource to Brexit. It will be updating its own regulations and rulebooks and checking the industry is making all the necessary...

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  PIMFA urges Government to focus ‘beyond Brexit’ on long-term savings culture

  19 December 2019

  UK financial advice trade body PIMFA has urged the new government to show that it has designs beyond Brexit, asking policymakers to work together in order to build a culture of saving and investment across the UK for the long term. Liz Field, chief executive of PMFA said: “We are committed to building a...

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  TDQ: Test Your Knowledge – Questions

  18 December 2019

  For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

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  TDQ: Test Your Knowledge – Answers

  18 December 2019

  As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find the answers and also cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, provided...

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  Financial planning issue as people look to draw pension early

  17 December 2019

  People in the UK face a financial planning hurdle, with the average worker intending to access their private pension before retiring from work and reaching the state pension age, Canada Life has warned. New research from the retirement specialist revealed that on average, the majority of people plan to access their pension at age...

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  How different age groups look on inheritance

  16 December 2019

  Different generations will use any inheritance they receive in a number of different ways but owning property is high on the priority list, according to research from Just Group. Nearly a third (30%) of 18 – 34 year olds plan to use any inheritance they receive to get on the property ladder, new research from...

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