SEPTEMBER 2019
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  • 7IM launches tailored drawdown service

    19 September 2019

    Seven Investment Management (7IM) has launched a tailored drawdown feature within its 7IM SIPP, to allow adviser firms more flexibility when managing the quantity and frequency of a client’s drawdown payments. The service will be available to all members of the 7IM SIPP and is designed to allow drawdown requirements to be tailored to...

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  • Fidelity launches sustainable fund range

    19 September 2019

    Fidelity International has stepped up its ESG offering to investors with the launch of a new sustainable fund range.  The Sustainable Family of Funds will offer two investment categories; best-in-class and sustainable thematic. The former will actively select companies that are high environmental, social and governance performers, while the latter will use an investment...

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  • Pension over property in divorce settlements

    18 September 2019

    Law firm Prettys has urged those going through a divorce not to overlook the importance of claiming a share of their partner’s pension in favour of pursuing the marital home.  Matthew Clemence, senior associate, Prettys, said: “In a lot of cases people don’t seem to value pensions in the way they should do because they’re...

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  • New Retirement Portfolio Service targets longevity and sequencing risk

    18 September 2019

    AJ Bell has launched a new service to help adviser firms manage clients taking income in retirement.  The AJ Bell Retirement Portfolio Service, available through the AJ Bell Investcentre platform, is aimed at clients drawing an income under the pension freedoms, the group said. It can be accessed via self-invested personal pensions, ISAs or...

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  • Art of Finance opens Northern cohort paraplanner courses

    18 September 2019

    The Art of Finance has opened registration for the January Northern cohort of the Paraplanner and Compliance courses. Initially launched in London, the Art of Paraplanning course starts on 23 January 2020. It last 20 months and is designed to take someone with little or no financial services experience through to a fully qualified,...

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  • Understanding the Taxation of Offshore Investment Funds

    17 September 2019

    Catriona Standingford, MD of Brand Financial Training looks at the tax rules that apply to investors in offshore collective funds. This is an area that seems to cause confusion with some candidates. The following will be useful reading for anyone preparing to take a CII investment exam – notably, AF1, AF4, AF5, J10, R02, R03,...

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  • Iress integrates with Cashcalc

    17 September 2019

    Technology provider Iress has integrated its advice software platform Xplan with cashflow planning software provider CashCalc. The integration is part of Iress’ new approach, Iress Open, which gives Xplan users direct access to a broad range of third-party applications. CashCalc, founded by chartered financial planner Ray Adams, allows advisers to create detailed cashflow plans...

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  • Suitability report workshop in Edinburgh

    17 September 2019

    There’s still tim to attend this year’s Technical Insight Seminar in Edinburgh. Paraplanners will hear first hand from Jo Campbell, director of operations and quality at Para-Sols, about how the firm has developed its suitability report writing over the years to be highly efficient, meeting deadlines while maintaining a high standard and quality of work.   ...

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