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  • Are custody services an alternative to platforms? An interview with Pershing’s Matthew Lonsdale

    16 January 2020

    Rob Kingsbury spoke with Matthew Lonsdale, Relationship Manager at BNY Mellon’s Pershing, about how using a custodian can be more cost-effective for financial planning firms and wealth managers than using multiple platforms, the rise of digitalisation in financial services and how it can be used to create value in financial planning businesses. RK: How...

  • 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...

  • 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...

  • 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...

  • FCA issues new rules for transfer of assets between platforms

    13 December 2019

    The FCA has published Policy Statement 19/29 the FCA finalised new rulesfor transfer of assets between platforms. The Policy Statement follows on from the consultation paper CP19/12 issued in March 2019, on rule changes that aimed to make it easier for consumers to transfer their assets from one platform to another. The consultation was...

  • Standard Life enables ‘locked in’ drawdown pricing throughout retirement

    11 December 2019

    Standard Life has locked down platform charges for clients entering drawdown and also simplified its charging structure. From next April, advisers will be able to ‘lock in’ the fees their client pays when their percentage rate is at its lowest level, enabling clients who invest with Standard Life’s Wrap platform to benefit from lower...

  • Paraplanner launches platform cost comparison tool

    21 November 2019

    Lime Outsourced Paraplanning director and owner Rebecca Lucas has launched an online interactive tool which will allow paraplanners to quickly and accurately calculate and compare platform costs for clients.  Lucas says Wrapcompare takes into account the range of provider charges and how these are applied. The calculations are done on a month-on-month basis. The...

  • 10 stories you might have missed in October

    1 November 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 receiving 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 benefit from receiving...

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