November 2018
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  • Could robotics be the winner from the US-China trade war?

    6 November 2018

    Robotics, automation, and AI may be the only winners from the US and China trade war, says Richard Lightbound, CEO EMEA & Asia and Jeremie Capron, director of Research, ROBO Global As the trade war between the US and China continues, the tariffs and barriers on imported products threaten to slow business activity, create...

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  • Pointers: Two tips for improving your working day efficiency

    5 November 2018

    Here are two tips suggested by paraplanners to help improve productivity in a working day. 1. Email efficiency: set up rules in your email system Dealing with emails can take up a disproportionate amount of time that could be used more productively elsewhere. One way to improve email handling paraplanners suggest is to colour...

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  • Pension equality Court ruling sees some valuations & transfers put on hold

    5 November 2018

    Royal London has called for the government and regulators to work together to clear up confusion surrounding the recent landmark Lloyds Bank case which ruled that the bank must equalize its guaranteed minimum pensions (GMPs) for men and women. The High Court ruled that the Lloyds Bank pension scheme was wrong to have paid...

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  • Parents keeping quiet on JISAs

    5 November 2018

    Four fifths of parents and relatives who invest in junior ISAs are holding off until the child reaches adulthood to tell them they have money invested, according to a new survey by Willis Owen. Of those investors waiting until the child is 18, nearly two in five (39%) said it is because they would...

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  • 5m pension freedom withdrawals HMRC data shows

    4 November 2018

    Pension savers have withdrawn some £21.7 billion since the pension freedoms were introduced, as individuals continue to enjoy the flexibility afforded by the new rules. Data published by HM Revenue & Customs showed nearly five million withdrawals have been made over the past three and a half years. During the third quarter of 2018...

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  • Standard Life launches new portfolio management service

    4 November 2018

    Standard Life has launched a new portfolio management service for adviser firms aimed at matching portfolios to cashflows and targeting natural income. The suite of tools, known as Professional Portfolio Manager, will also enable users of its wrap platform to avoid portfolio proliferation through programmed rebalancing and exclude clients from a rebalance without moving...

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  • Great line-ups for our Bristol and Newcastle Technical Insight Seminars

    2 November 2018

    This month we are looking forward to meeting many more paraplanners at our Bristol and Newcastle Technical Insight Seminars. Bristol takes place at the Aztec Hotel and Spa on Wednesday 7 November. Newcastle is being held at The Copthorne Hotel, on 28 November. Anyone looking for a last minute space – use this link...

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  • TDQ – Powers of Attorney

    1 November 2018

    The incidence of Powers of Attorney being tested in CII exams AF1 and J02 are high, so make sure you are prepared, says Catriona Standingford of Brand Financial Training Powers of Attorney is tested in CII AF1 (personal tax and trust planning) and CII J02 (Trusts). Within the syllabus for J02 learning outcome 4...

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