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  • 5 minutes with… Dan Atkinson, chair of the CISI Paraplanner Interest Group

    20 January 2020

    Dan Atkinson was recently appointed chair of the CISI’s Paraplanner Interest Group. Rob Kingsbury spoke to him about the appointment. RK: Why become chair of the Paraplanner Interest Group? DA: There are various reasons. I’m generally up for doing things to help develop and promote the profession. I have been part of the group...

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  • Three-year track record: Guinness Emerging Markets Equity Income

    20 January 2020

    Juliet Schooling Latter, research director, FundCalibre and Chelsea Financial Services, continues her series for Professional Paraplanner looking at funds that are coming up to or have just past three-year anniversary of launch. Here she looks at the Guinness Emerging Markets Equity Income fund. In the past 15 years or so, the global income landscape...

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  • Technology Quick Wins – adding structured products to Iress Xplan

    20 January 2020

    Continuing our new series of articles highlighting quick wins when using adviser firm technology, software experts share quick tips and tricks to help make your working day more efficient. Here Iress Community Manager, Sara Row, look at how to get the most out of Xplan, specifically when clients add structured products to their plans. The...

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  • Eparaplan puts entire team through Paraplanning Standard

    19 January 2020

    Outsourced paraplanning firm Eparaplan is putting its entire team through the Paraplanning StandardTM. Rob Kingsbury spoke to the firm’s MD Michelle Wilson-Stimson about the decision and the process of undertaking the Standard Eparaplan committed last year to put its entire team through the Paraplanning StandardTM. Two of its technical analysts (paraplanners) having already achieved...

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  • Treasury response to annual allowance issues seen as ‘sticking plaster’ approach

    17 January 2020

    A potential increase to the tapered annual allowance threshold, which the Treasury could raise from £110,00 to £150,000, has been met with criticism amongst the financial advice community. Reports have suggested that the Treasury is preparing to increase the threshold to stop NHS doctors being hit with huge tax bills. The latter have been...

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  • Dynamic Planner CEO outlines 5 key issues for financial planning in 2020

    16 January 2020

    Suitability, cashflow, sustainability, regulation and technology. Dynamic Planner CEO Ben Goss outlines what he believes will be the most transformative issues affecting financial planning in 2020. 1. Sustainability becomes part of the suitability conversation: Addressing climate change is the most pressing need of our time. UK advisers, as gatekeepers to one of the largest investment...

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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...

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  • RPI and CPIH changes consultation delayed until March

    15 January 2020

    Chancellor Sajid Javid has confirmed that the launch of a consultation on the Retail Price Index (RPI) will be pushed back until the March Budget. In a letter to the House of Lords’ Chairman of the Economic Affairs Committee, the Chancellor said that while the launch date had originally been planned for this month,...

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