May 2019
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  • ‘Freetirement’ becoming the new norm

    14 April 2019

    Transitioning into retirement rather than stopping work altogether is growing in popularity among the over 50s, new research has shown. According to Aegon, half of over 50s prefer a phased approach to retirement. The flexibility afforded to pension savers through the introduction of the pension freedoms four years ago means that older workers can...

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  • The Brooks Macdonald National Academy is back for 2019

    11 April 2019

    The Brooks Macdonald National Academy is back for 2019. Their influential panel of speakers will be focusing on one of the biggest challenges facing the wealth management industry right now: wealth transfer and acquiring millennial clients. Hosted at the historic Merchant Taylor’s Hall in London, the session will provide insights for advisers and paraplanners...

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  • What winning Paraplanner of the Year has meant for Rebecca Lucas

    11 April 2019

    Rebecca Lucas talks to Professional Paraplanner about her involvement in the paraplanning community and why winning the Paraplanner of the Year award spurred her to help others. Have you entered this year’s Paraplanner awards? There’s still time to get your entry in – the deadline is 23 April 2019. Email robkingsbury@researchinfinance.co.uk for an entry...

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  • Royal London to provide technical support for CISI Financial Planning Mentoring Scheme

    11 April 2019

    Royal London has leant its support to the Chartered Institute for Securities and Investment by offering a technical helpline for its new Financial Planning Mentoring Scheme. The scheme, which began in January and is free to join, is designed to give mentees, who must be members of both the CISI and its Financial Planning...

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  • Consumers no regrets about plundering pension savings

    11 April 2019

    The majority of consumers who have flexibly accessed their pension savings since the introduction of the pension freedoms four years ago have no regrets about doing so, despite re-investing the money into low or no interest savings accounts, new research has shown. According to Canada Life, 90% of people said they had no regrets,...

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  • 5 tips on how to set yourself apart in interviews

    10 April 2019

    Preparing for your interview will ensure you stand out from the competition.  Preparation and being confident about your abilities are key for success, says Alison MacMillan, Reedglobal.com Dress to impress It goes without saying that financial services in general and so the financial advice market, is still very smart and business like in its...

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  • Post baby boomer savers need to sacrifice more take-home pay for retirement

    10 April 2019

    The ‘good times’ of rapidly rising retirement incomes may be coming to an end. It follows the latest retirement income figures from the Department for Work and Pensions which showed that average weekly income for all pensioners was £304 in 2017/18, almost twice the £161 recorded in 1994/95, but down from £317 in 2016/17....

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  • Defaqto investment bond satisfaction survey raises provider strength issue

    10 April 2019

    Information business Defaqto’s latest investment bonds annual service review has revealed a drop in satisfaction levels around provider strength and brand, online services and administration staff. New business administration, which ranked first in importance for advisers, fell by three percentage points to 75% in 2018. Meanwhile, provider strength and brand, which was rated fourth most...

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