May 2019


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Latest Development

  • TDQ: Case study – inheriting pension death benefits

    16 May 2019

    When could inheriting pension death benefits be better planned? The Prudential technical team present a scenario

  • Test your pension death benefits planning knowledge

    10 May 2019

    How could inheriting pension death benefits be better planned? The Prudential Technical Team present a scenario, learning outcome and test question. The scenario Mark has total taxable income of £200,000 (including £100,000 he has taken as an ad-hoc payment from a nominee’s drawdown plan set up from taxable pension death benefits) and an employer pension contribution...

  • Bond & OEICs taxation quiz

    23 April 2019

    On the 20th June 2019 Prudential will be running a Bond & OEICs taxation quiz Last year you told us you liked our interactive quizzes, so on 20 June we have one for you. On this quiz we’ll give you a refresh on the taxation of these two popular investment types. Look out for...

  • Are Doctors in the NHS pension scheme misdiagnosing their pension?

    22 April 2019

    The press is having a minor epidemic of commentary about doctors retiring early to avoid Lifetime Allowance (LTA) and/or Annual Allowance (AA) charges but, what’s of concern is whether they are diagnosing the problem correctly, says the Prudential technical team. Nobody likes paying more tax and it’s a bitter pill to swallow, but if...

  • 3 top tips for managing a team

    15 April 2019

    We asked Jonny Stubbs, head of Technical Support, Lift-Financial, to give us his three top tips for fellow paraplanners moving into a role where they are managing a team, based on his experiences. He said: 1. Lead, motivate and drive One of the biggest changes moving from a paraplanning role to running a paraplanning team was...

  • The retirement journey and the value of advice

    3 April 2019

     The retirement journey and the value of advice   Sponsored article  When undertaking DIY at home, some say that the amateur should plan on their project taking twice as much time and three times as much money as the original estimate. The reason? DIYers make mistakes. The FCA has highlighted a similar principle in...

  • TDQ: Test Your Knowledge – Questions

    3 April 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

    3 April 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.