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  • FCA says equity release advice ‘not up to scratch’

    18 June 2020

    The Financial Conduct Authority (FCA) has warned that equity release advisers are offering advice that is “not up to scratch.” In its latest review published today, the regulator said that while equity release worked well for many consumers, it had found three “significant areas of concern” which could pose potential harm to consumers. The...

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  • Martin Currie pulling FAANGS on ‘variety of threats’

    18 June 2020

    Legg Mason affiliate Martin Currie has shunned all FAANG stocks apart from Amazon after investors drove up prices during the Covid-19 pandemic. According to Zehrid Osmani, who heads up the Legg Mason IF Martin Currie US Unconstrained Fund, four of the famous five face a “variety of threats” which could hinder their share prices...

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  • WINNERS OF THE PARAPLANNER AWARDS 2020

    18 June 2020

    Professional Paraplanner is delighted to announce the winners of the Paraplanner Awards 2020. This year our Paraplanner Awards not only received the highest number of entries ever but also were the most highly competitive to date – reflecting the incredible talent in this profession. The quality of submissions was matched by the very high...

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  • Occupational pensions increasingly important to retirement income

    17 June 2020

    Occupational pensions now make up 30% of retirees’ income, compared to 24% a decade ago, according to research from Equiniti.   Analysis from the administration firm showed that occupational pension income has risen 38% from £121 a week in 2008/09 to £167 a week in 2018/19. On average, it accounts for 30p in every...

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  • Vulnerable client resource launched by support company

    17 June 2020

    SimplyBiz has rolled out a suite of online resources to help its member firms understand how to work with vulnerable clients. The hub, which is available to all SimplyBiz’s advisers and brokers, focuses on three different components; training and awareness; guidance and documentation; and solutions. In addition, member firms will be able to access...

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  • Prudential’s Les Cameron thanks paraplanners

    17 June 2020

    Prudential’s Les Cameron has recorded a message for the paraplanner s who nominate the assurer as the winner of the Best Technical Support to Paraplanners award. Les and the team at Prudential write regularly for professional Paraplanner, focussing on technical issues that they believe paraplanners will find useful in the day-to-day roles and to...

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  • Provider Awards – Winners and Highly Commended 2020

    17 June 2020

    Professional Paraplanner is pleased to announce the winners of the Professional Paraplanner Provider Awards 2020. For these awards we ask our paraplanner readers to nominate the company they feel has given them the best overall service or has the best product or solution in each of the categories. Paraplanners can nominate one company per...

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  • Our next Investment Committee Webinar: A heavy world

    16 June 2020

    Professional Paraplanner invites you to join our next Investment Committee webinar, presented by Fidelity, examining how Covid-19 is changing investment, the new economic order and considers three long-term investment calls are for the future.   Date and time: Jun 24, 2020 10:30am. Duration: 25 minutes REGISTER HERE Webinar topic: As the profound economic and...

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