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Sue Whitbread: Don’t forget the paraplanners

Advisers and planners do not need to be reminded to fulfil CPD requirements if they wish to retain their Statement of Professional Standing. Making sure an effective training and competence plan is in place is a key part of successful business practice. But what about paraplanners? How many firms include paraplanners and support staff in […]

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Lib Dems promise flat-rate pension tax relief review

The Liberal Democrats have promised to embark on a review of plans to introduce a single rate of pensions tax relief. The policy, unveiled today in the Lib Dem manifesto, commits the party to an investigation of plans long demanded by pensions minister Steve Webb. The manifesto says: “We will establish a review to consider […]

Investment Clock Strategy Update

In his latest Investment Clock report Trevor Greetham, Head of Multi Asset at Royal London Asset Management, explains why he is ‘ready to buy dips’. Read the report here: The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back […]

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