SEPTEMBER 2019
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  • Three-year track record: Troy Global Income

    11 September 2019

    Juliet Schooling Latter, research director, FundCalibre continues her column for Professional Paraplanner with analysis of Troy Global Income managed by James Harries. When James Harries left Newton – and it’s huge bank of global analysts – to go to boutique house Troy and set up a new global income fund, investors were left with...

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  • Fall in QROPS levies shows govt policy working

    11 September 2019

    The number of QROPS hit with a 25% overseas transfer charge has fallen significantly over the past year, according to the latest figures. A freedom of information request published by Canada Life showed that the 25% charge, first introduced in the March 2017 Budget, was levied on 24 transfers in the tax year 2018/19,...

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  • Paraplanners Howwow goes soft (skills)

    11 September 2019

    This year’s National Howwow is to focus purely on the soft skills needed by paraplanners to do their job. Richard Allum, organiser of the Powwows, says: “Every year, in preparation for our annual National Paraplanners Powwow, we run a topic survey. Nearly every year we’re asked for something on emotional intelligence and soft skills....

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  • Pensions Dashboards – a catalyst for industry change

    10 September 2019

    Michael Roe, development director, Origo, looks at the current situation with pensions dashboards and why he sees the initiative as a positive disrupter for the industry In the summer we saw two key appointments by the Money and Pensions Service (MAPS) in respect of the pensions dashboards project. Chris Curry was appointed as Principal...

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  • Retirement planning over confidence a concern

    10 September 2019

    People in the UK are feeling slightly more confident about their ability to retire comfortably than two years ago, Aegon’s latest retirement confidence survey has revealed. But the assurer is warning against over confidence amongst UK savers. To mark Pension Awareness Week, Aegon conducted research which found that 52% of people feel confident about...

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  • Suitability report writing session kicks off our Edinburgh seminar

    10 September 2019

    Paraplanners attending this year’s Technical Insight Seminar in Edinburgh will hear first hand from Jo Campbell, director of operations and quality at outsourced paraplanning firm Para-Sols, about how the firm developed its proposition and suitability report writing to be highly efficient while maintaining a high standard.    The event takes place at The Waldorf Astoria and is free to...

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  • Retirement planning more complex as clients underestimate long-term needs

    9 September 2019

    Clients are underestimating how much money they need to set aside for retirement, creating greater complexity for advisers, new research by Scottish Widows has shown. Four in five financial advisers said clients are unprepared for how much they need to save, while over half (56%) of advisers said clients also underestimate how long they’ll...

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  • Investors continue to withdraw from UK equities

    9 September 2019

    UK equity funds further lost favour with investors in July as £1.2 billions was withdrawn in the month, with commentators pointing at political instability, fears around a No Deal Brexit and a falling pound leading to withdrawals from UK sectors. Data from the Investment Association showed UK All Companies funds bore the brunt, with...

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