FEBRUARY 2020
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  • Team Leader Seminar: Key management take-aways

    23 February 2020

    At the Professional Paraplanner Team Leader Seminar held in London this February, Jackie Boylan, Head of UK Advisor Platform FundsNetwork, spoke from her experience as a manager, and offered some key take-aways for delegates. Included in this were her 13 ‘non-negotiables of leadership.’ Here, we’ve summarise some of the key points from her presentation....

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  • Why VCTS are more relevant this year than ever

    23 February 2020

    PThe increased focus on pension contribution limits have brought venture capital trusts (VCTs) further into the advice spectrum, says Paul Latham, Octopus Investments.  Advice firms are increasingly turning to venture capital trusts (VCTs) particularly as tightening limits on pension contributions have meant more clients need an alternative way to invest tax efficiently. It has made VCTs...

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  • Paraplanner view: How do we make our investments greener?

    20 February 2020

    In the first of three articles, Sharon Bray, senior paraplanner/head of Compliance at Taylor Money looks at our investment choices in terms of compromise and long term horizons “The trust in the natural world is changing. And we are totally dependent on that world. It provides our food, water and air. It is the...

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  • How demographics affect stock and bond market yields

    20 February 2020

    Demographic trends can be used by investors to predict both the stock and bond market yields, a new study suggests. According to research from Warwick Business School and Copenhagen Business School, US stock and government bond markets have tracked similar paths since the Second World War. Yields from both markets followed similar 20-year boom...

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  • Aegon rolls out mental health workshops

    20 February 2020

    Aegon UK has rolled out a series of mental health training workshops to help its managers improve their understanding of mental health in the workplace. The instructor-led, four-hour interactive workshops are designed to help managers learn how to spot signs of mental health problems or distress in their colleagues and provide the right support....

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  • Parmenion launches ‘Advise Her’ female targeted advice campaign

    19 February 2020

    Platform provider Parmenion has launched an advice campaign aimed at women in a bid to close the gap between female wealth and female investing. The “Advise Her” campaign aims to better address the financial needs of women, with generation X and millennial women representing a market worth over £36 billion in the UK. Parmenion...

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  • Pension transfer values regain lost ground

    19 February 2020

    Defined benefit (DB) transfer values regained much of the ground they had lost in the last quarter of 2019, according to XPS Transfer Watch, and the number of members taking a transfer value reached the highest level in almost a year. XPS Pensions Group’s Transfer Value Index rose almost 3% from £238,800 at the...

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  • Compliance: Research and due diligence – not the same thing

    18 February 2020

    Research and due diligence form part of the requirements to ensure good client outcomes, but they are separate requirements that need their own robust systems and controls, says ATEB’s Steve Bailey The FCA undertook a thematic review back in 2016 (TR16/1), which set out their findings on the research and due diligence processes carried...

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