December 2018
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest

  • 2019 Technical Insight Seminars – 15 UK Venues Announced – Register Now

    6 December 2018

    Following on from the success of our 2018 series of seminars where over 600 paraplanners attended across 11 events, we are looking to take the events out to even more paraplanners in 2019. The dates and locations are listed below. Some seminars were oversubscribed this year, so if you’d like to attend a venue...

    READ ARTICLE
  • CII Level 4 Diploma course launched by Blackburn College University Centre

    6 December 2018

    Blackburn College University Centre is running the CII Level 4 Diploma in Regulated Financial Planning, giving North West paraplanners and technical consultants and those aspiring to become financial planners the opportunity for face-to-face taught sessions from an independent Higher Education establishment. The course will run from 8 January 2019 to 1 October 2019, taking...

    READ ARTICLE
  • IRESS opens up XPLAN to more integrations through APIs

    5 December 2018

    IRESS has opened its XPLAN software to allow third party software providers to directly access and integrate with it. It is part of the IRESS Open initiative, designed to grow the number of integrations available to clients through IRESS by making access to its existing APIs simpler and easier. IRESS said clients would be...

    READ ARTICLE
  • Slowdown for global growth, forecasts Schroders’ chief economist

    5 December 2018

    Keith Wade, chief economist & strategist at Schroders, considers the outlook for global economy. We forecast global growth to slow in 2019 and the dollar looks set to weaken with US interest rates peaking mid-year. We forecast a more stagflationary environment in 2019 with global growth set to slow and inflation to rise. We...

    READ ARTICLE
  • Brexit: Hoping for the best, preparing for the worst

    5 December 2018

    Rupert Thompson, head of Research, KW Wealth, provides a bullet point assessment of where the UK is with Brexit, what could happen next, the potential impact on investments and how the investment manager is positioned in the current uncertain environment. The EU may have formally agreed to the UK Brexit deal but the way forward from here...

    READ ARTICLE
  • Tax planning: How to exit a bond – Part I

    5 December 2018

    Kim Jarvis, technical manager, Canada Life examines the options when a client wants to exit an onshore bond fund, in particular total segment surrender versus the allowance, with case study.  First published in the December 2018 issue of Professional Paraplanner. An onshore bond is simply a tax wrapper and you may have clients that are...

    READ ARTICLE
  • Should paraplanners be responsible for carrying out client fact finds?

    5 December 2018

    Your Questions Answered: In a recent parameters survey the question was posed by one of your peers whether paraplanners should conduct the fact finds rather than advisers, in order to ensure all the relevant information was obtained. Here’s how you responded.     More than a quarter of paraplanners believe they should undertake fact finds...

    READ ARTICLE
  • HMRC’s interpretation of death benefits in respect of a pensions transfer

    5 December 2018

    Martin Tilley, director of Technical Services, Dentons Pension Management looks at HMRC’s interpretation of death benefits in respect of IHT where a pension transfer takes place, with reference to the recent ruling in Staveley vs HMRC. First published in the December 2018 issue of Professional Paraplanner. Scrutiny of Chancellor Osborne’s pension freedoms announced in...

    READ ARTICLE