NOVEMBER 2019
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  • What’s best practice when advising vulnerable clients?

    17 November 2019

    The FCA focus on vulnerable customers looks to embed doing the right thing into the culture of firms, says Geoff Buck, associate director, DP Pensions. A vulnerable customer is defined by the Financial Conduct Authority (FCA) as ‘someone who, due to their personal circumstances, is especially susceptible to detriment, particularly when a firm is...

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  • Self-employed need to match employer contributions of face massive pension shortfall

    17 November 2019

    Self-employed workers risk a pension fund shortfall due to the loss of valuable employer pension contributions, Aegon has warned. According to the group’s analysis, a 25-year-old on average earnings who sets up alone after ten years in an employer workplace scheme could be as much as £115,300 worse off at state pension age. An...

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  • London Institute of Banking & Finance updates Equity Release qualification

    17 November 2019

    The London Institute of Banking & Finance has updated its Equity Release qualification to keep pace with a rapidly changing market. The group said it had made “fundamental changes” to the content, study text and course materials to reflect both industry priorities and consumer needs. Updates include doubling the number of topics covered from...

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  • Accessing pensions early through ill-health – key points to consider

    14 November 2019

    Martin Jones, technical team leader at AJ Bell, highlights some important planning points when clients are looking to access their DC pension early due to ill health. Pension scheme members normally have to wait until the age of 55 before they can access their pensions, but there are exceptions – perhaps the most notable...

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  • More bereavement support needed for workers and line managers

    14 November 2019

    UK workers suffering with bereavement should be given more support, according to MetLife UK.  Research has shown that one in 10 employees is affected by bereavement(1) at any given time, with the most recent government data showing that around 96,000 people of working age die each year(2). MetLife said that while the impact of...

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  • Guide to: Setting up a SSAS

    14 November 2019

    In the November 2019 issue of Professional Paraplanner we introduced a new series of articles providing guides to key subjects, which we hope will be of use to people new to paraplanning as well as those looking to keep up-to-date up on their knowledge. In this article Paul Darvill, Administration and Technical director, Talbot and...

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  • 50th organisation commits to improve pension and investment transfer outcomes

    14 November 2019

    STAR, a joint venture between Criterion and TeX, aimed at improving the outcomes for individuals wanting to transfer their assets, such as pensions and investments, has announced that Capita is the 50th organisation to join the growing community of firms signed up to the initiative. With reports of transfers regularly taking several months to...

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  • Capital protection need increases on investors’ negative market views

    13 November 2019

    Almost two-thirds (64%) of investors are negative or neutral on the short-term market outlook for the FTSE 100 index, and just over half (51%) are negative or neutral over the medium term, according to research undertaken amongst mass retail and sophisticated investors by the UK Structured Products Association(UKSPA). Most investors (70%) have a negative...

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