July/Aug 2019
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  • GDPR – 7 areas where advice firms are still falling down

    7 July 2019

    GDPR, in the form of the Data Protection Act 2018, has been in place in the UK since 25 May 2018. With the one year deadline now passed, ATEB Consulting’s Steve Bailey takes a look at how well it has been implemented in advice firms and 7 issues the compliance firm is still encountering. GDPR...

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  • Gold price expected to rise in 2019

    7 July 2019

    The majority of investors expect the price of gold to continue to climb throughout the remainder of 2019, according to a survey carried out by Invesco.  The investment management firm said 72% of investors expect prices to rise, with the value forecast to reach $1,485 per ounce by the end of the year. In...

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  • IA’s proposed new fund structure for illiquid assets no panacea

    4 July 2019

    The Investment Association is set to create a new fund structure, offering investors the opportunity to invest in illiquid, long-term assets. Investors would have the ability to invest in assets such as property and infrastructure projects, but would not be able to access their cash at short notice, as is the case with other...

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  • DB pensions transfers market ‘not working as effectively as it could’

    4 July 2019

    The defined benefit advice market is not working as effectively as it could with the supply of advice continuing to fall short of consumer demand, according to new research by Aegon.  Three quarters of advisers surveyed believe supply is being hampered, while 89% of advisers who are or have been active in advising on...

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  • Pensions Dashboard on track with MAPS appointment

    3 July 2019

    The Money and Pensions Service (MAPS) has announced the appointment of Angela Pober as implementation director of the Pensions Dashboard Industry Delivery Group (IDG). The appointment follows the DWP’s Pensions Dashboard paper in April 2019, which set out the practical steps necessary to implement the Pensions Dashboards, starting with the establishment of the industry...

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  • Retired homeowners see £5.4bn increase in property wealth

    3 July 2019

    Property has proved lucrative for the over-65s, with retired homeowners seeing an increase of £5.445 billion over the past 12 months, equating to a £1,000 increase in their property wealth , research from Key has shown.  According to the equity release adviser, total property wealth owned by over-65s who have paid off their mortgage totaled £1,096...

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  • Viewpoint: Working together

    2 July 2019

    Sometimes we need to step back from the job we do and take in the bigger picture, says Dan Atkinson, head of Technical, EQ Investors. (First published in the July/August issue of Professional Paraplanner) What is the purpose of paraplanners in a business? We do lots of things, but why are we part of...

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  • What prospects for outsourced paraplanning over the next few years?

    2 July 2019

    We asked Scott Daniels, director of the PLUS Group, for his views on the outsourced paraplanning market going forward. There is no doubt that the market is much more saturated with outsourced and self-employed paraplanners than it was when we set up PLUS Group in 2013. That said, I think there’s still huge opportunity...

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