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  • Earth Day: Investors must ask themselves some tough questions

    21 April 2021

    Investors can play a pivotal role in supporting positive changes but they have to ask where ESG factors in their investment decisions, says Gerrit Ledderhof, Responsible Investment manager at Aegon Asset Management The decade to 2030 is expected to play an outsized role in determining the future of our climate. Keeping the world on track...

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  • Sustainable and ESG now part of long-term portfolios

    21 April 2021

    Sustainable and ESG-focused funds should sit at the heart of investors’ long-term portfolios now, with the seismic shift seen towards such mandates in recent years unlikely to be reversed, according to Adrian Lowcock at Willis Owen. The head of personal investing at the firm says the investment style had outstripped non-ESG approaches over three...

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  • Two thirds of retirees risk running out of money

    21 April 2021

    Two thirds (66%) of people retiring in 2021 risk running out of money, a new report by Standard Life Aberdeen has revealed. The Class of 2021 report found that those retiring this year plan to spend on average £21,000 a year in retirement, almost £10,000 less than the average UK household income. However, looking...

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  • Digitisation of financial advice depends on good user experience

    21 April 2021

    Greater digitalisation will only be adopted by financial advice firms if the user experience for advisers and clients matches expectations, according to Visible Capital chief executive Ross Laurie. The wealthtech CEO said that while technology has played a key role in helping advice firms build their businesses and  improve their services to clients over the...

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  • Renewables investing outstrips other AIC sectors

    21 April 2021

    Investment companies in the renewable energy infrastructure sector raised £7.7 billion over the past five years, as investors flocked to the strong yields and opportunity to invest in a greener future. The Association of Investment Companies said the renewable infrastructure sector had raised more than every other AIC sector during the period, with the...

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  • SIPP provider legal cases – update and implications

    20 April 2021

    Stephen McPhillips, technical sales director, Dentons Pension Management Limited looks at two SIPP provider cases that have gone through the Courts and what the latest judgement means for the SIPP market Regular readers of Professional Paraplanner might recall that, back in September 2019, I provided a brief summary of some legal cases affecting SIPP providers....

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  • Jobs in finance: How to become an expert in retirement advice?

    20 April 2021

    Later life planning offers a growing target market for advice businesses. But how can you position yourself to ensure you can offer that market the best retirement advice? John Somerville looks at how advisers and paraplanners can develop their skills and knowledge to help advance their career and secure the future of their business....

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  • Traditional portfolio structuring a ‘thing of the past’

    20 April 2021

    Traditional portfolios made up of 60% equities and 40% bonds will increasingly become a thing of the past, according to Rupert Thompson, chief investment officer at Kingswood.  Thompson says there is “no doubt” that bonds no longer provide the protection they used to, particularly among government bonds. Corporate bonds are also hovering close to...

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