May 2019


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  • Curtis Banks launches new SIPP backed by online portal

    24 January 2019

    SIPP provider Curtis Banks has launched a new self invested personal pension to replace its current range of products. The ‘Your Future SIPP’ brings together elements of Curtis Bank and Suffolk Life SIPPs into a “more efficient and streamlined” proposition, with increased functionality for advisers and their clients. A new online portal will also...

  • AKG launches Retirement Planning Guide

    3 January 2019

    AKG has launched its 2018 Planning Guide – Retirement planning strategies in the post-pension freedoms era – which it has produced in partnership with Quilter Investors. The guide is independent and designed to be practical and educational, with the aim of encourage advisers, planners and paraplanners “to look again, or look deeper, at core...

  • What success auto enrolment? Aegon’s Kate Smith on the DWP’s assessment

    1 January 2019

    Kate Smith, head of Pensions at Aegon, examines the DWP’s report on the success of auto-enrolment with employees and employers The Automatic Enrolment evaluation report published by the Department for Work and Pensions shows that overall auto-enrolment has been a success with millions more now enrolled into a workplace pension. Looking at the numbers,...

  • TDQ: Test Your Knowledge – Answers

    20 December 2018

    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 also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...

  • 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...

  • 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...

  • 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...

  • 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...