JULY/AUGUST 2020
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest

  • Common sense in current markets over alpha chasing

    30 June 2020

    Investment fundamentals should be followed by fund selectors, over chasing alpha, BMO multi-managers Gary Potter and Kelly Prior tell Rob Kingsbury. “Fund selectors have got to be sensible; they have to stand back and look at what they are buying and at what price,” says Potter. “It’s right that people broaden their thought processes...

    READ ARTICLE
  • HMRC stats show 76% of ISAs in cash

    30 June 2020

    Cash has proved king for ISAs according to latest HMRC figures, with an extra 1.4 million people choosing to open a Cash ISA in 2018/19 tax year compared to the previous year and cash accounts increasing to 76% of all ISAs. In contrast, the number of investors subscribing their money to a stocks and...

    READ ARTICLE
  • How Alan’s adviser helped him kick start his estate planning

    29 June 2020

    Sponsored article Jessica Franks, head of tax at Octopus Investments, takes a look at a valuable relief for clients who sold a business in the last three years. Let’s consider a client scenario. John has been Alan’s financial adviser for 27 years. For most of that time, Alan ran his own business. Alan is...

    READ ARTICLE
  • Helping clients with drawdown taxation

    29 June 2020

    How can paraplanners help clients avoid the heavy tax payments on money flexibly drawn from pensions? Joshua Croft, technical consultant at AJ Bell looks at the issue Having passed the fifth anniversary of pension freedoms, most people would agree they have been well received with those aged 55 or over, as they now have...

    READ ARTICLE
  • Multi-generational workforces key to successful retirement saving

    29 June 2020

    Age-friendly employers are integral to helping employees financially prepare for retirement, a new report from Aegon has shown.  According to the findings from The New Social Contract: Age-Friendly Employers, workplaces which offered an inclusive, diverse and multi-generational workforce were better able to support their employees to extend their working lives and save for retirement....

    READ ARTICLE
  • Cathi Harrison: Shockwaves to come

    28 June 2020

    As lockdown begins to ease, it is clear there are going to be unexpected repercussions, which we will all need to address, says Verve managing director Cathi Harrison It feels like we’re moving on to yet another phase of the Covid journey of fun we’ve all had the pleasure of experiencing so far in...

    READ ARTICLE
  • FCA v Skinner – unlawful financial promotions: how strict is the liability?

    28 June 2020

    Nicholas Thompsell, partner at Fieldfisher, examines the implications of FCA v Skinner for those involved in the communication of a financial promotion. Following the decision in FCA v Skinner and others[1], anyone who is “knowingly concerned” in the communication of a financial promotion is at risk if it turns out that that financial promotion was...

    READ ARTICLE
  • Standard Life Association report ‘makes for worrying reading’

    25 June 2020

    Nearly three million households who suffered a dip in income due to the Covid19 pandemic, including the self-employed, have been left without financial support from the government, a new report from the Standard Life Association has revealed. Of those households who did not benefit from the Government’s furlough or self-employment income support schemes, 90%...

    READ ARTICLE
Do NOT follow this link or you will be banned from the site!