Paraplanning

• Planning opportunities around scheme pays

  

  Gareth James, head of technical resources at AJ Bell looks at when it pays to scheme pay in the right way

• What HMRC vs Staveley means for adviser clients

  

  How HMRC will interpretation death benefits in respect of IHT where a pension transfer takes place, in the light of the recent ruling in Staveley vs HMRC

• Why robotics and AI will be winners of US-China trade war

  

  Robotics, automation, and AI may be the only winners from the US and China trade war

More Articles

• What importance the midterms for UK investors?

  

  With the Rathbones multi-asset portfolio heavily invested in the US, funds manager David Coombs looks at the possible impact of the US mid-term elections on the US economy and stockmarket performance

• Unravelling FCA Policy Statement PS18/20 – Pensions Transfers

  

  ATEB Consulting’s Steve Bailey looks at the key points in the FCA’s ‘Improving the quality of pension transfer advice’ paper

• Are advisers overlooking a SSAS opportunity?

  

  Clients dissatisfied with the running of their SSAS is an opportunity for advisers to help and thus build a valuable relationship with this group HNWs, says Matthew Storey, business development manager, Xafinity SIPP & SSAS

• How DFM fears could be costing adviser firms

  

  Concerns adviser firms have about using a DFM – costs, performance and having clients stolen – are misplaced fears which could be costing them – and their clients – more than they know

• Are we due a recession?

  

  As the business cycle expansion continues, increasingly the recession question is being raised. Anthony Rayner, manager of Miton’s multi-asset fund range, takes a view

• Why retirees need more support than ever

  

  Peter Hopkins, technical director at AJ Bell, looks at the practical issues with which retirees now have to contend and the options they have when it comes to balancing the taking of income and leaving wealth to their beneficiaries

• Pension Dashboard could help cut advice costs and prevent pension scamming

  

  Pensions Dashboard will help make pension advice more cost effective and so open up advice to more people. It could also help put an end to pension scams, says Kay Ingram, director of Public policy at LEBC Group

• Why it pays to check a client’s pensions death benefit nominations

  

  Using two case studies, Fiona Tait, technical director Intelligent Pensions, shows the importance of checking the client’s death benefit nominations are still appropriate

• Firms with pension transfers permissions can expect to hear from the FCA

  

  Risks brought in by pensions freedoms are under the FCA spotlight as the regulator carries out the final element of its four phase transfer advice supervisory project, says ATEB Consulting’s Steve Bailey

• 4 ways LISA can help meet younger clients’ investment objectives

  

  How can the much-maligned Lifetime ISA (LISA) be used to top up retirement savings or meet investment objectives for younger clients and their family members?