MARCH 2020
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest

  • Zurich adds Clever MPS to platform

    18 February 2020

    Zurich has added Clever MPS to its intermediary platform, taking its total number of platform partnerships to 13. Through CleverMPS, advisers can offer their clients the choice of five investment portfolios according to their appetite for risk and investment objectives, with exposure to at least six asset classes. The technology behind CleverMPS analyses and...

    READ ARTICLE
  • Dynamic Planner preps cashflow planning tool for launch

    17 February 2020

    Dynamic Planner is launching a cashflow forecasting tool, as it looks to develop the software system as a one-stop-shop approach to risk-based research and financial planning. Talking at DP’s annual conference, founder and CEO Ben Goss flagged the disconnect between a typical advice firm’s systems and tools. He said research by the company shows...

    READ ARTICLE
  • 76% of people have no idea of their retirement income

    17 February 2020

    New research has revealed that three out of four (76%) of over-55s couples do not have an approximate figure in mind when it comes to how much they will receive in retirement income. The survey, a nationwide study by Openwork amongst over 1,000 adults, also revealed 64% of over-55s couples have not sought advice...

    READ ARTICLE
  • Later life lender launches advice support manifesto alongside AKG report

    16 February 2020

    More2life has launched a new manifesto aimed at helping advice firms produce better retirement outcomes for their clients. The manifesto outlines how more2life will support advisers through technology, product breadth and adviser-focused support. A separate AKG research paper, funded by the later life lender to gain an insight into the support required by advisers,...

    READ ARTICLE
  • 2020 – the year we see earnings returning?

    16 February 2020

    Romain Boscher, Global CIO Equities, Fidelity looks past the political noise and focuses on what matters most for equity investors – earnings growth. After a lacklustre 2019, he discusses why 2020 could see a recovery and how this could impact market leadership. Equity markets rebounded in 2019 once an uncomfortable period of Fed tightening...

    READ ARTICLE
  • Why firms need to look beyond graduates

    13 February 2020

    In order to increase the number of new joiners, financial planning firms cannot be focussed on graduates, they must embrace those who prefer to take other routes into the profession, says Colin Lawson, founder of Equilibrium. These days, university is often seen as the only route to a good career and high paying job....

    READ ARTICLE
  • i4C adds lifetime allowance (LTA) functionality to cashflow tool

    13 February 2020

    Uk based cashflow planning software provider i4C has added lifetime allowance (LTA) functionality to its forecasting tool. With increasing numbers of people likely to be impacted by the complex lifetime allowance charges in the future, i4C said it is critical that a cashflow application can automatically calculate these charges and incorporate them into a client’s financial...

    READ ARTICLE
  • F.I.R.E. Could this be a new strategy for a new decade?

    13 February 2020

    Maybe, says Jacqueline Lockie, head of Financial Planning, CISI. First published in the February 2020 issue of Professional Paraplanner In 2019 what is probably best described as a financial movement became more prominent in the USA. It is called Financial Independence, Retire Early (F.I.R.E). We love our anacronyms don’t we. So, what is it...

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