November 2018
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  • Oxford Risk tool looks to match investors to ‘suitable’ investments

    1 November 2018

    Risk profiling specialist Oxford Risk has launched new technology aimed at matching investors to suitable investments. The Compass technology provides a psychometric risk-tolerance assessment, combined with a risk capacity calculation to create an investor’s long-term risk profile, in addition to nine other behavioural insights and a knowledge and experience assessment. Oxford Risk said together...

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  • Cashcalc implements two-way Intelliflo integration

    31 October 2018

    Cashflow planning software provider CashCalc has launched two-way integration with Intelliflo’s Intelligent Office following growing demand from adviser firms for this type of data exchange. Since the integration’s initial launch at the start of the year, which only enabled data to be sent from Intelligent Office to CashCalc, users have been calling for the...

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  • Widening of gender pension gap is prompt to increase savings

    31 October 2018

    As of 6 November, men and women will receive their pension from the same age, bringing to an end over 70 years of women receiving their state pension earlier than men. While it is a step forward in breaking down gender discrimination, Aegon has warned that this move will make the gender pension gap...

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  • Pointers – Dealing with interruptions

    31 October 2018

    How can you deal with the interruptions to your working day, in particular when you need to get your head down and get on with a report? Here are some tips and tricks from your peers. At the recent Paraplanners Powwow, Elsa Ordonez Garcia and Rebecca Tuck facilitated a discussion on time management and,...

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  • Wage inflation is impacting fixed income investing

    30 October 2018

    Wage pressure at all levels is increasing, says David Jane, manager of Miton’s multi-asset fund range. This makes fixed income investing difficult. Wage inflation has been picking up around the world recently, following a long period of stagnation. We think this trend will persist, and there are some important implications for investment. The long...

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  • Personal allowance headlines while pensions tax relief off the hook in pre Brexit Budget

    29 October 2018

    Headline news from Chancellor of the Exchequer Philip Hammond’s Budget speech was that personal tax allowances of £12,500 basic rate and £50,000 higher rate thresholds promised in the Conservative party manifesto would be brought forward a year and implemented in April 2019. And after weeks of speculation that pensions tax relief would be used...

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  • Brexit will test Chancellor’s Budget

    29 October 2018

    The reality of the government’s fiscal situation is that it will be dominated by economic growth in 2019-2020 and this will be highly dependent on the outcome of the Brexit negotiations, according to Edward Park, investment director at Brooks Macdonald. He said: “The fact that the OBR increased its near-term growth forecasts but left...

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  • Expats urged to ‘no deal Brexit’ proof their financial planning

    29 October 2018

    British expats should consider reviewing their personal financial strategies as the UK Chancellor puts an extra £500m aside in the Budget to prepare for a no-deal Brexit. This is the message from Nigel Green, deVere Group’s founder and CEO, who points out that previously allocated funding for Brexit preparations had been increased in the Budget...

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