February 2019
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  • Cathi Harrison – 3 top compliance tips for paraplanners in 2019

    1 February 2019

    We asked Cathi Harrison, managing director at Para-Sols and Apricity Compliance, to give us her three top tips for paraplanners from a compliance perspective. Cathi says: 1. Get your head around charges disclosure – as best as you can! Mifid II has caused all manner of bother, with very complex requirements that, for the...

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  • 5 ways to use VCTs in financial planning

    1 February 2019

    Venture capital trusts (VCTs) can benefit clients in a broad range of different situations, says Paul Latham, managing director, Octopus Investments. Over the course of the 2017-18 tax year, more than 400 advisers wrote their first venture capital trust (VCT) case with Octopus. It was indicative of the wider trend towards making more use...

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  • TDQ: Test Your Knowledge – Answers

    31 January 2019

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...

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  • FCA Retirement Review pinpoints remedies for key consumer issues

    31 January 2019

    Four years on from the pension freedoms, the FCA has published its Retirement Outcomes Review policy statement, introducing a set of remedies designed to protect consumers and help them make better choices before accessing their pension savings and throughout their retirement. The rules, which will be implemented by 1 November, include changes to ‘wake-up’...

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  • MetLife’s MultiProtect product now available through iPipeline Solutionbuilder

    31 January 2019

    MetLife has teamed up with iPipeline to grow the distribution of its accident and hospital cover product MultiProtect, as it seeks to grow the financial protection market in the UK.  MultiProtect will be available to selected distributors who use iPipeline’s protection sourcing solution, SolutionBuilder. It offers policyholders payouts of up to £250 a day for...

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  • February Issue Out Now

    30 January 2019

    Welcome to your February 2019 edition of Professional Paraplanner Click here to read your issue. For this issue’s paraplanner profile we spoke to Peter Mason, director of PJM Paraplanning and Consultancy Services, about his paraplanning journey, from employed, to self-employed to business owner and his pension transfer specialist work Also, we have a plethora...

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  • TDQ: Test Your Knowledge – Questions

    30 January 2019

    For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

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  • Paraplanner views split on idea of single rate pensions tax relief

    29 January 2019

    The Organisation for Economic Co-operation and Development (OECD) recently suggested the UK should move to a single rate of pension tax relief or an ISA pension system.  In a recent Parameters survey we asked paraplanners for their views on the suggested change. An ISA pension system received little support – just 4% of respondents...

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