SEPTEMBER 2019
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  • Ensuring ongoing reviews deliver value for money

    8 September 2019

    With value for money a key focus of the FCA’s yet to be completed reviews of RDR and FAMR, Steve Bailey, director of compliance firm ATEB Consulting, considers best practice for advice firms. Following a review of its client bank, Standard Life’s restricted advice business, 1825, announced that it would be ‘dropping’ 750 clients...

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  • How this paraplanner helped BlackRock design a fund range

    8 September 2019

    In summer last year Martin Green, paraplanning manager and CFP at Chadney Bulgin, was asked by BlackRock to help in the design of a range of new funds for the global asset manager. Editor Rob Kingsbury spoke to Martin and BlackRock about the collaboration. In May 2019 BlackRock launched the MyMap fund range, a...

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  • Premier and Miton merger seen as ‘a very good fit’

    8 September 2019

    Premier Asset Management is set to merge with Miton Group in an all-share deal. The new combined firm, which will manage £11.5 billion of assets, will offer investors a wider product range, greater scale and diversified revenues. It will be headed up by Premier chief executive Mike O’Shea. Ryan Hughes, head of active portfolios at...

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  • Calling Paraplanners in Glasgow

    8 September 2019

    Paraplanners in Glasgow will hear from a range of speakers at this year’s Technical Insight Seminars in the city. We are delighted to have been able to extend our programme of venues to include Glasgow and look forward to meeting paraplanners from the city and surrounding areas at the Hilton Glasgow for a range...

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  • Capacity for Loss “nonsense” – Nottingham Seminar

    5 September 2019

    Rory Percival will be addressing what he terms “quite a lot of nonsense talked about Capacity for Loss” at the Nottingham Technical Insight Seminar next week on Wednesday 11 September. This is a session not to be missed for any paraplanner. The popular format of small group workshops allows paraplanners to come away from the...

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  • News in Brief: Intelliflo, Canada Life, BlackRock & Dynamic Planner, Amundi

    5 September 2019

    Intelliflo receives FCA registration to facilitate growth of Open Banking Intelliflo has been authorised by the FCA for registration as an account information service provider (AISP) under PSR 2017. AISP status ensures that Intelliflo can continue to aggregate information from client’s bank accounts This capability, available via Intelligent Office’s Personal Finance Portal (PFP), enables...

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  • SimplyBiz opens door to more paraplanner apprentices 

    5 September 2019

    New Model Business Academy (NMBA), the training and development division of The SimplyBiz Group, has seen its second intake to its Paraplanner Apprenticeship Programme. The cohort of 20 apprentices began their 18 month programme on the 1 September and will be following a syllabus consisting of both on-the-job training and classroom-based study. SimplyBiz said it...

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  • Business risks to advice firms have increased in past five years

    5 September 2019

    The overall risks to adviser businesses have increased in the past five years, according to new research from Canada Life, which saw almost three quarters of advisers [71%] agree with the statement, and compliance risks top the list of issues for firms. The 10 biggest risks facing advice firms at present were cited as: 1....

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