March 2019


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  • Has Help to Save been intended catalyst for savings culture in UK?

    5 March 2019

    More than 90,000 people have signed up to the Government’s new savings account Help to Save since its launch last September but has it been the intended success in stimulating a savings culture? The scheme, designed to help working families on tax credits or Universal Credit build up savings, offers savers a 50% bonus...

  • 10 stories most read by paraplanners this year

    28 February 2019

    Below we list 10 of the stories most read by paraplanners on the Professional Paraplanner website over the past month. If you’re not already signed up to receive our insightful technical, regulatory and industry content into your inbox, sign up for our daily email alert HERE. And if you know any paraplanners who would...

  • March Issue OUT NOW

    27 February 2019

    In March’s jam-packed issue we have 10 articles for you plus your usual favourites. Click here to view! Our Paraplanner Profile maps the paraplanning career of Grant Callaghan, who was Para-Sols’ first graduate recruit and is now the firm’s head of paraplanning. Rob Kingsbury spoke to him about his views on paraplanning and his...

  • Claims of auto-enrolment ‘success’ need to be tempered

    24 February 2019

    More than ten million people have now been automatically enrolled into a workplace pension scheme, the latest figures from The Pensions Regulator have shown.  Kate Smith, head of pensions at Aegon, described the milestone for auto-enrolment as “an amazing success” and said it shows what can be achieved when there is “not only cross...

  • Legal & General launches client applications tracker

    20 February 2019

    Legal & General has launched Track My Apps, a new system that allows adviser firms to monitor the progress of client applications for the assurer’s retirement income range of products from fixed term annuities to lifetime annuities. The tracking service, the first of its kind in the market, comes from industry FinTech company Origo...

  • Paraplanner views: Transitioning – a better route to retirement?

    6 February 2019

    A recent article flagged the idea of phased retirement as a new and growing trend. We asked paraplanners whether transitioning rather than take a cliff-edge approach was new amongst clients and whether the evidence suggested it was a better route to retirement and what issues should be considered.  In a recent paraplanners survey we...

  • Adviser firms missing intergenerational and legacy planning opportunities

    5 February 2019

    Adviser firms are not engaging with clients’ next generations, new research from Octopus Investments has shown, and so are missing opportunities.  Most adviser firms surveyed said they had an existing relationship with only 20% of their clients’ beneficiaries, while 58% said they were actively trying to develop these relationships. However, the overwhelming majority (95%)...

  • Financial advice threats and opportunities

    4 February 2019

    Brexit is proving a contentious issue for the advice industry, with over half of advisers viewing it as a threat, while a quarter cite it as an opportunity. According to the latest research by Aegon, 51% of those surveyed saw Brexit as the biggest threat to the advice sector, while 27% viewed it as...