May 2019
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  • HMRC and SSAS scrutiny

    9 April 2019

    Gareth James, head of technical at AJ Bell looks at where typical use of SSAS is coming under HMRC scrutiny and offers some dos and don’ts when advising clients SSASs have attracted regulatory and press attention for all the wrong reasons in the last few years. The primary cause of concern has been the...

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  • Advice firms predict protection market growth

    9 April 2019

    Adviser firms are predicting growth in the protection market, but are split over how to expand the market, a new survey has shown. The study from MetLife UK found advisers expect sales of individual protection to grow by 18% over the next two years. Almost two out of five (38%) say there is a...

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  • Three reasons to invest in Europe, and three reasons to avoid it

    9 April 2019

    Nikki Howes, investment associate at Heartwood Investment Management, looks at the current picture and assesses what it means for investors in Europe Economic momentum stalled in 2018, with many investors increasingly concerned about slowing European growth. Italy entered technical recession (two consecutive quarters of negative growth) and Germany only missed it by a whisker....

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  • Pet hates of a file reviewer – Part II

    8 April 2019

    Readers of Professional Paraplanner will no doubt recall my article on this subject. It contained our top 12 pet hates, in reverse order. It was half in jest and a bit in earnest. Since then we have identified a few more grumbles related to file checks, so we thought it was about time for...

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  • Full-time mothers should be auto-enrolled, says LEBC

    8 April 2019

    LEBC Group has called for all full-time mothers to be auto enrolled into their own pension plan, helping to reduce the gender pension gap and enabling women to claim their share of pension tax relief. As workers aged between 22 and 66, earning more than £10,000 a year, prepare to see their auto enrolment...

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  • Fears around NHS staff confusion in opting out of ‘generous’ pensions offering

    8 April 2019

    Chase de Vere Medical has warned that NHS employees are shunning the NHS pension scheme because of a lack of understanding of the valuable benefits they stand to lose.  According to a recent Freedom of Information request by the Health Service Journal, 245,561 NHS staff have opted out of the NHS pension scheme in...

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  • Maximising pension allowances

    7 April 2019

    Daniel Hough, wealth management consultant, Mattioli Woods, looks at the issues for clients seeking options to maximise their pension for retirement through additional contributions. As we know, the most you can personally pay into your pension (and get full tax relief) in a tax year is up to 100% of your relevant UK earnings,...

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  • Baillie Gifford launches Responsible Global Equity Income Fund

    7 April 2019

    Baillie Gifford, the Edinburgh based investment management partnership, has launched the Responsible Global Equity Income Fund, aims at delivering long-term income and growth through investments in responsible companies. The fund is managed by a team headed by Toby Ross and James Dow, which also manages the Baillie Gifford Global Income Growth Fund. Ross and...

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