July/Aug 2019
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  • Prudential to run webinars on using adviser back-office and software tools – with structured CPD

    11 July 2019

    Series of webinars during Fintech Week (Tues 16 – Thurs 18 July) from Prudential with advice focussed back-office and software providers. Free to join, with structured CPD. Technology is changing the way financial adviser firms work and it’s also changing what clients expect from their advice firms. Prudential has teamed up with providers that have been...

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  • OTS suggests 5-year IHT gifting period and abolition of taper relief, amongst others

    10 July 2019

    Reduction of the seven-year inheritance tax gifting rule to five years was one of several changes suggested by an independent review ordered by Chancellor Phillip Hammond. In an effort to simplify the existing inheritance tax rules, The Office of Tax Simplification has suggested that gifts to individuals made more than five years before death...

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  • Poor performance of star managers who go solo

    10 July 2019

    AJ Bell has found fund managers that choose to go solo fare worse than they did in their previous roles. The investment platform said six out of seven leading fund managers who have struck out alone have underperformed their previous record. Neil Woodford (Invesco), Richard Pease (Henderson), Barry Norris (Neptune), Julie Dean (Schroders), Tim...

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  • 55% regular users of Fintech

    10 July 2019

    More than half of banking and financial services customers regularly use technology to access and manage their money, according to a survey by deVere Group. Some 55% of respondents from across the UK, Europe, Asia, Africa, Latin America and Australasia said they take advantage of the Fintech products and services on offer. Around two...

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  • First Paraplanner attains new Paraplanner Standard certification

    9 July 2019

    Reece Edwards, paraplanner at Hampshire Hill Group, has become the first paraplanner to attain The Paraplanner Standard™ certification. Launched on 1 May 2018, The Paraplanner Standard™ was devised by Standards International, the accreditation body for the ISO and BS standards in financial advice in the UK, in conjunction with a Paraplanner Standard Committee of...

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  • SimplyBiz looks to boost adviser and paraplanner numbers

    9 July 2019

    SimplyBiz is ramping up efforts to bring new advisers and paraplanners to the industry, via its New Model Business Academy, after receiving additional funding from the Education and Skills Funding Agency (EFSA). The academy, a not-for-profit training division of The SimplyBiz Group, said the funding will enable it to extend its apprenticeship programme. The...

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  • Importance of Lasting Powers of Attorney under estimated by clients

    8 July 2019

    Financial advice group Chase de Vere has warned that Lasting Powers of Attorney (LPAs) remain under-used and mired by confusion, potentially causing stress and concern to clients. While the number of people using LPAs – a legal document that lets clients appoint one or more people (attorneys) to help make decisions on their behalf...

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  • North/South divide in property funded care costs

    8 July 2019

    As the debate around the cost of social care continues to rage on, property looks likely to make up a significant proportion of how people will fund their care, but the extent it will pay for varies significantly across the country, new research has shown.  With property prices varying hugely and the cost of...

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