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  • TDQ: TEST YOUR KNOWLEDGE – ANSWERS

    28 May 2020

    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...

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  • Savers underestimate retirement income needs by £100k

    28 May 2020

    Savers are underestimating the amount they will need to retire comfortably by £100,000 new research has shown. In a survey of 2,000 people carried out by financial advisory group Foster Denovo, 64% of respondents believe they will have enough to retire on with an average amount of £125,700. However, previous research by consumer group...

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  • TEST YOUR KNOWLEDGE QUESTIONS

    28 May 2020

    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 goals,...

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  • Fraudsters prey on heightened anxieties

    28 May 2020

    Victims of financial scams since the Covid-19 pandemic could now number in the millions, as fraudsters prey on people’s heightened anxiety caused by the current crisis. Figures published by Canada Life found 10% people in the UK had fallen victim to a scam, or knew someone else who had, during the Covid-19 outbreak, equating...

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  • YOUR JUNE 2020 MAGAZINE IS LIVE

    27 May 2020

    CLICK HERE TO ACCESS THE ISSUE OR DOWNLOAD IT AS A PDF HERE: Professional Paraplanner_JUNE 2020 What you’ll find inside: Paraplanner profile Katherine Harvey, client services director, Russell Gibson had a novel means of winning her role at interview, particularly as it didn’t exist at the time, she tells Rob Kingsbury Locked down Dan...

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  • Advance by Embark goes live on Origo Integration Hub

    27 May 2020

    Advance by Embark has gone live on the Origo Integration Hub, which now has 22 companies able to exchange data through one central system with any other company on the Hub. Integrations currently available via the Origo Integration Hub include valuations, bulk valuations, transfer tracking (for platforms/providers), account opening, remuneration and bulk transaction history,...

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  • Royal London to sell Ascentric to M&G

    27 May 2020

    Royal London has announced the sale of its platform business, Ascentric, to M&G, subject to regulatory approval. The sale of the wrap and wealth management platform  follows the completion of Ascentric’s re-platforming in 2019 and the conclusion of a comprehensive strategic review led by Royal London chief executive, Barry O’Dwyer. Ascentric has assets under...

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  • Fidelity manager warns on narrowing market performance

    26 May 2020

    With equity market performance now at its narrowest since the 2008 Financial Crisis, Stuart Rumble, multi asset investment director, Fidelity International, discusses what this means for investors. Equity market performance is now at its narrowest since the 2008 Financial Crisis, with the rally riding on a dwindling number of large-cap growth stocks. Over the...

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