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  • Dan Atkinson – Locked down

    2 June 2020

    Dan Atkinson shares his thoughts on the unusual situation of starting a new job when the office is in lockdown. This article was first published in the June issue of Professional Paraplanner. One question I’ve been asked several times recently is, what’s it like starting a new job in lockdown? I know that I...

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  • Time to review tax strategies pre potential hike in taxes

    1 June 2020

    High earners are reviewing their tax strategies amid growing concern that the government will hike taxes to help the economy recover from the Covid19 pandemic. Financial advice firm deVere Group said it had seen a “considerable upswing” in clients looking to mitigate the impact of potential tax changes in this year’s Budget. Nigel Green,...

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  • Will Covid-19 crisis change how investors assess a fund manager’s value?

    1 June 2020

    Could the Covid-19 crisis spark a shift in how we assess value? David Coombs, Fund Manager, Rathbone Multi-Asset Portfolio Funds, believes it already has and that good quality communication is key. Silence is not always golden. When it comes to weighing up the value on offer from a fund and its managers, an assessment of...

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  • Where advice firms deliver value for clients

    1 June 2020

    Advisers consider soft skills to be their greatest value-adding attribute, according to a new paper by discretionary investment manager PortfolioMetrix. The paper, entitled The Insiders’ Guide to the Value of Advice, found empathy to be a leading attribute, with 76% of advisers surveyed including it in their top five. Understanding a client’s life goals...

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  • Lifetime Allowance testing issues – with examples

    31 May 2020

    Steve Bailey, director of ATEB Consulting, examines the rules around the Lifetime Allowance, when and how the LTA is tested and digs down into when the second LTA test applies, with examples The Lifetime Allowance (LTA) is the limit below which a person can crystallise benefits from their pension, without being subject to paying...

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  • Fears for retirement plans

    31 May 2020

    Nearly one in three Britons fear the economic downturn could wreak havoc on their retirement plans, according to new research from Sanlam. The investment group said 29% of people now fear the sharp drop in financial markets amid the Covid-19 outbreak could threaten their retirement goals, up from 20% in 2019. It has overtaken...

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  • Wealth Wizards launches client financial survival toolkit

    31 May 2020

    Financial planning group Wealth Wizards has launched a financial survival toolkit to help people impacted by the Covid19 pandemic. The toolkit, which can be accessed through the firm’s advice engine Turo, offers guidance in areas such as how to cope if your work situation changes and how to create a new household budget.  It...

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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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