December 2018
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  • Under 40s are saving but not into pensions

    4 December 2018

    Less than half of under-40s are saving into pensions, despite the majority regularly putting money aside for savings accounts and ISAs.  A nationwide study by The Nottingham Building Society found just 46% of 18 to 40 years old have started a pension. The under-40s are more likely to have savings accounts or cash ISAs...

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  • DWP publishes proposals to make Pensions Dashboards a reality from 2019

    3 December 2018

    The Department for Work and Pensions has published its long awaited Feasibility Study into the Pensions Dashboards, enabling the industry to start preparing for what’s necessary to make the project happen, with the first schemes onboarding in 2019. Guy Opperman Parliamentary Under Secretary of State for Pensions & Financial Inclusion said the proposed pensions...

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  • Dynamic Planner strikes bespoke deal with threesixty

    2 December 2018

    Dynamic Planner, is to offer the 900 clients of compliance support provider threesixty services a bespoke version of Dynamic Planner. The collaboration will allow threesixty clients who adopt Dynamic Planner to seamlessly access the threesixty approved suitability letters. In addition, where registered, they will also be able to select from threesixty approved funds list,...

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  • FOS complaints post pensions freedoms and suitability reports

    2 December 2018

    Cathi Harrison, managing director of Apricity Compliance, reviews the recent data released by the Financial Ombudsman Service on pensions complaints and what it means when writing suitability reports on pensions transfers. You may have seen that the Financial Ombudsman Service (FOS) has shared some data in relation to pension complaints, what makes them up,...

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  • Investors expect stockmarket fall in 2019

    2 December 2018

    Nearly one in five investors expect the UK stockmarket to fall by over 10% in the next six months, according to survey. Research from Willis Owen amongst nearly 1,000 UK retail investors reveals that 17% of people expect the UK stock market to fall by over 10% between now and April 2019; 6% anticipate a...

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  • Rules around transferable nil rate band causing confusion

    29 November 2018

    The rules around the transferable nil rate band are causing confusion for advisers, according to Canada Life. Results from the company’s Hot Topics report show that only 7% of advisers understand when to correctly apply the NRB after the death of a spouse or civil partner. Two-thirds believe that the NRB can be used...

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  • TDQ: Test Your Knowledge – Answers

    29 November 2018

    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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  • TDQ: Test Your Knowledge – Questions

    29 November 2018

    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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