Latest - RETIREMENT PLANNING

• 

  TDQ: Test Your Knowledge – Questions

  20 December 2018

  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...

  READ ARTICLE
• 

  50 Not Out – January Issue of Professional Paraplanner OUT NOW

  19 December 2018

  This issue we celebrate our 50th edition of the Professional Paraplanner magazine!! Thank you to all our readers, supporters and the team behind the scenes that have worked so hard. Paraplanner profile The paraplanner we profile for this issue is Jade Mountford, chartered paraplanner with Mazars Financial Planning. She scooped the PFS Paraplanner of...

  READ ARTICLE
• 

  What will 2019 hold for the financial advice industry?

  18 December 2018

  Dynamic Planner CEO Ben Goss sets out below what he believes the next 12 months has in store for the advice industry. Advisers won’t need a crystal ball to know that 2019 is likely to start in a more challenging place for them and for their clients than 2018 did, but the advice industry earns...

  READ ARTICLE
• 

  Power of Attorney – steering clear of the traps

  13 December 2018

  Martin Jones, technical consultant at AJ Bell, highlights some of the pitfalls for with clients who are thinking about setting up a Power of Attorney. While the incidence of many diseases has declined in recent years, the prevalence of dementia and Alzheimer’s disease has increased, and indeed figures from the Office of National Statistics...

  READ ARTICLE
• 

  Fall in transfer values during November

  11 December 2018

  Pension transfer values fluctuated during November 2018, with an overall fall during the month, according to the XPS Pensions Group Transfer Value Index.   The index was £235,000 at the end of October and £230,000 at the end of November. The difference between maximum and minimum readings of the XPS Pensions Group Transfer Value...

  READ ARTICLE
• 

  UK Govt ex-pat pensioners triple lock promise useless unless EU reciprocates

  11 December 2018

  The government has published a Brexit policy paper in which it has pledged to increase the state pension of UK nationals living in the EU in the event of no deal, but only if the EU reciprocates. In its paper, Brexit secretary Stephen Barclay outlines: “Where it is in our control, the UK will...

  READ ARTICLE
• 

  UK investors showing caution on risk and income taken from portfolios

  10 December 2018

  UK investors are more cautious than their European counterparts when it comes to taking income and risk, new research from Schroders has shown. The minimum level of income UK investors would like to receive from their investments is 8.6%, compared to a higher global average of 10.1%. In line with this more conservative approach,...

  READ ARTICLE
• 

  Royal London flags drawdown impact of 10% market fall

  9 December 2018

  Royal London has highlighted the impact for clients using drawdown, warning they must ensure they take a sustainable level of income to maintain a resilient portfolio during periods of investment volatility, or risk running out of funds.  The mutual insurer said that if a person with £100,000 invested over a 25-year term took an...

  READ ARTICLE