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  • Investor groups call on FTSE 350 firms to comply with Modern Slavery

    3 May 2020

    Rathbones, along with a host of large investor groups, have called on FTSE 350 companies to comply with the Modern Slavery Act. Matt Crossman, stewardship director, Rathbones, has sent letters to non-compliant FTSE 350 companies, urging them to meet the reporting requirements of section 54 of the UK Modern Slavery Act 2015. The landmark...

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  • Quilter telephone-based advice service for Covid-19

    3 May 2020

    Quilter’s telephone-based service, launched to help customers who are unable to access face-to-face advice, is offering a full financial planning service, including advice on mortgages, protection, investments and pensions. Its focus is on customers with less than £50,000 in investable assets who have been unable to access face-to-face advice, or those who simply prefer a telephone-based...

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  • Zurich investment platform becomes Advance by Embark

    1 May 2020

    Embark Group has completed its acquisition of part of Zurich’s wealth business, including the Zurich platform. The investment platform will now go under the name Advance by Embark. Commenting on the acquisition, Mike Morrow, Wealth & Platform director of the Openwork network, said it was retaining Advance by Embark as its primary wealth platform,...

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  • Outsourced paraplanner adds two new services

    30 April 2020

    Outsourced paraplanning firm PLUS Group is expanding the services it offers advice firms with the addition of a cashflow modelling service and a social media support service. The cashflow modelling service which Scott Daniels, director of the PLUS Group says is due to launch in the next week, will produce a cashflow model for...

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  • Tax risks of accessing pension pot to cope with Covid-19

    30 April 2020

    Over one in ten pension savers (11%) aged 55 plus have either accessed or plan to access their retirement pot earlier than anticipated to cope with the effects of Covid-19, new research has revealed. Retirement specialist AJ Bell warned that individuals planning on dipping into their pension need to understand the tax implications of...

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  • The return of negative correlation

    30 April 2020

    Fund calibre analysis reveals a spectre from the past. One of the narratives which has stood out in the past few years is that bonds and equities had become increasingly correlated. As the first chart below shows, over five years there has been gentle correlation between both. However, the recent sell-off has reversed those...

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  • TDQ: TEST YOUR KNOWLEDGE ANSWERS – May 2020

    30 April 2020

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...

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  • TEST YOUR KNOWLEDGE QUESTIONS – May 2020

    30 April 2020

    For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training goals,...

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