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  • TEST YOUR KNOWLEDGE QUESTIONS

    26 March 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...

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  • YOUR APRIL 2020 MAGAZINE IS LIVE

    25 March 2020

    CLICK HERE TO ACCESS THE ISSUE ONLINE OR AS A PDF HERE: Professional Paraplanner April 2020 What you’ll find inside this issue: Paraplanner profile Rob Kingsbury spoke to Kimberley Tyson senior paraplanner at Telford Mann in Kettering, who recently received an award for her exam achievements, reflecting a career progression that started when she...

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  • 5 mins with… Dave Harris, CEO of equity release provider more2life

    25 March 2020

    Rob Kingsbury spoke to Dave Harris, CEO of equity release provider more2life about changes in the equity release market and what paraplanners need to know when researching products PP: What’s the background and raison d’être of more2life as a company? DH: more2life is the youngest of the top three lenders having been launched just...

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  • Ways to navigate volatile markets

    24 March 2020

    As the economic impact of the coronavirus unfolds, markets will likely continue to experience heightened volatility. Against this backdrop, Fidelity Multi Asset portfolio managers Chris Forgan and Eugene Philalithis discuss some of the traditional and esoteric areas that investors should consider when navigating a protracted period of uncertainty. The one piece of good news...

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  • Six-month DB transfers hiatus call could have detrimental impact

    24 March 2020

    Former pensions minister Dr Ros Altmann has called for pension transfers to be halted for six months in an effort to stabilise pension schemes and avoid further scams amid the growing Coronavirus crisis. However, others say this could have a ‘severe impact’ on pensioners looking to use flexible pensions arrangements. Dr Altmann (pictured) said the current state...

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  • Pension Regulator issues guidance on pension payments in current situation

    24 March 2020

    As the impact of Coronavirus grows deeper, The Pensions Regulator has issued guidance for the industry, stating that employers must keep contributing to pensions, and DB benefits should continue to be paid. The government body said that it recognises the strain employers are currently under, and it will take a “proportionate and risk-based approach”...

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  • PMI data shows UK economy hit harder than in Financial Crisis

    24 March 2020

    Latest Purchasing Managers’ Index (PMI) data for the UK, EU countries and the US, shows that as businesses across all sectors are shutting up shop, the impact on economies is now worse than during the height of the Financial Crisis. However, expectations are of a u-shaped recovery. The UK Composite, conducted prior to the announcement that...

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  • Sensible investment rules in the current environment

    23 March 2020

    Predicting the impact of the Covid-19 pandemic on markets and economies is too complex, says Joe Wiggins, head of portfolio management, Aberdeen Standard Investments. Good investment behaviour must prevail. You have to have some sympathy for those strategists working at asset managers and investment banks who spent the tail end of last year writing lengthy outlook pieces...

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