May 2019


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  • ‘Pensions and tax planning has never been as technical’

    10 March 2019

    In this short video, Professional Paraplanner editor Rob Kingsbury caught up with Paul Kennedy, head of tax and trust planning FundsNetwork and Paul Squirrell, national pensions sales manager for the company – two of our speakers at this year’s Technical Insight Seminars – on set as they were shooting videos for the FundsNetwork website....

  • Financial services women speak out on International Women’s Day 

    8 March 2019

    Around 60% of paraplanners are women, recent Professional Paraplanner research has shown, but that is far from reflected across the financial services sector, with the figures for the number of female financial advisers described as ‘woeful’. On this day a number of female practitioners within financial services have spoken out on what they see as key issues for the industry...

  • 3 leading reasons over 50s retire early – other than money

    7 March 2019

    There are three leading reasons which over 50s believe will affect their decision to retire, according to research by Aegon. They are, poor health, caring responsibilities and ageism. Failing health was cited by seven million workers as the single biggest issue that will influence their decision on when to call time on their working...

  • Client education portal launches retirement income video journeys

    7 March 2019

    Money Alive has added two retirement income video journeys to its client educational material on its Adviser Portal. The company says the new journeys – Flexible Income and Guaranteed Income – have been added to its material around DB pensions transfers, following the FCA’s recent Retirement Outcomes Review “and demand from advisers wishing to...

  • 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...