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The Magazine for Paraplanners and Financial Technicians - brought to you by Research in Finance

London
Joined May 2014
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@ProfParaplanner
Prof Paraplanner Mag
3 days
Nearly half (46%) of consumers who have transferred a pension found the process difficult, new research from @pensionbee has shown
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@ProfParaplanner
Prof Paraplanner Mag
3 days
The Financial Conduct Authority and Financial Ombudsman Service plans to modernise the financial redress system to avoid it becoming overwhelmed @TheFCA.
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@ProfParaplanner
Prof Paraplanner Mag
3 days
Almost a quarter (24%) of basic rate taxpayers don’t know how much they and their employer are paying into their pension, new research from Hargreaves Lansdown has shown @HLInvest.
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@ProfParaplanner
Prof Paraplanner Mag
4 days
Almost half of farmers plan to seek financial advice over the next six months amid concerns around their pension savings, new research from @nfum has found
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@ProfParaplanner
Prof Paraplanner Mag
4 days
Alternative approaches to the Government’s proposal to bring pensions into the scope of inheritance tax could raise similar revenue while reducing the burden on grieving families, a new report has found
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@ProfParaplanner
Prof Paraplanner Mag
4 days
The average age to purchase a lifetime annuity is 64 as retirees seek to bridge the income gap leading up to State Pension age, new research from @StandardLifeUK has found
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@ProfParaplanner
Prof Paraplanner Mag
8 days
More than 50 building societies and financial firms have signed an open letter to the Chancellor, urging her to save cash ISAs and maintain the current £20,000 limit.
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@ProfParaplanner
Prof Paraplanner Mag
9 days
Only a week to go until our 2025 Professional Paraplanner Awards!! Looking forward to celebrating with you all and wishing those on the shortlist lots of luck! 🍀.
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@ProfParaplanner
Prof Paraplanner Mag
9 days
Major UK companies are making progress on cutting greenhouse gas emissions – but a steep change is needed to meet international climate goals, according to a new report from the University of Exeter and J O Hambro Capital Management
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@ProfParaplanner
Prof Paraplanner Mag
9 days
In the fourth of a series of real asset investment case studies, Iryna Hanbury, Portfolio Manager at @GravisCapital Management, looks at hospitals
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@ProfParaplanner
Prof Paraplanner Mag
9 days
Comment: Pension triple-lock risks placing an unsustainable burden on taxpayers.
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@ProfParaplanner
Prof Paraplanner Mag
10 days
US exceptionalism: Tariffs, tumult and turning points.With @FundCalibre
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@ProfParaplanner
Prof Paraplanner Mag
10 days
Aberdeen Adviser has launched a new client asset migration service, designed to streamline the process of moving client assets between platforms
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@ProfParaplanner
Prof Paraplanner Mag
10 days
A large number of younger people are putting off retirement saving in the hope of receiving an inheritance, according to research from @StandardLifeUK .
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@ProfParaplanner
Prof Paraplanner Mag
11 days
Healthy life expectancy will have “major impacts” for pension policy, says Hargreaves Lansdown, as the latest data shows vast discrepancies between the most and least deprived areas @HLInvest.
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@ProfParaplanner
Prof Paraplanner Mag
11 days
has launched a monthly guide aimed at helping advisers better understand advice technology solutions, services and suppliers in the market
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@ProfParaplanner
Prof Paraplanner Mag
11 days
There was a shift in investor sentiment in May, as investors shunned the US in favour of globally diversified funds, new data from the Investment Association has revealed.
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@ProfParaplanner
Prof Paraplanner Mag
14 days
This isn’t just another market cycle – it’s a structural shake-up. Clyde Rossouw, Head of Quality at @ninetyone_uk explores how an active strategy, built on quality, can weather disruption and uncover opportunity
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@ProfParaplanner
Prof Paraplanner Mag
14 days
Investors must actively “rewire” their investment allocations in line with changing global markets, says Fidelity International @Fidelity_UK.
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@ProfParaplanner
Prof Paraplanner Mag
14 days
Bonds’ key defining characteristics – income and diversification – are prevalent again, say Charles Tan, CIO Global Fixed Income at American Century Investment
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