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Funeral blues

by Lucy Aldridge on 14·01·2020

‘Stop all the clocks, cut off the telephone. Prevent the dog barking with a juicy bone. Silence the pianos and with muffled drum. Bring out the coffin, let the mourners come’.

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Cash-flow Forecasting

by Becky Colley on 13·12·2019

Cash-flow forecasting has become, in recent years, a significant tool in the modern Financial Planner’s service proposition. Technology has been a big driver of this with cash-flow forecasting tools available which can be utilised in front of a client on mobile devices with various scenarios played out.

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A Newbie's View of the Profession

by on 06·08·2019

Steffan joined us in the support team around 6 months ago. His goal is to become chartered and join the paraplanning team. Being young, and having only worked in the industry for a couple of years, we thought it would be interesting to ask him what his views of paraplanning are in the context of the wider financial planning business. A fresh set of eyes can land their focus on unexpected areas, so see if these views are beneficial to your business.

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This is 50

by Will Morrall on 13·03·2019

The Impact of Article 50 Article 50 of MiFID II states that an adviser must “provide annual ex-post information about all costs and charges related to both financial instruments and ancillary services where they have recommended or marketed the financial instruments, or, where they have provided the client with the KID/KIID in relation to the financial instrument and they have or had an ongoing relationship during the year.”

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APTA-lutely Fabulous

by Damian Davies on 09·10·2018

New rules affecting Pension Transfer advice took effect from the 1st October 2018, replacing the old Transfer Value Analysis (TVAS) with the new Appropriate Pension Transfer Analysis (APTA) that includes a prescribed Transfer Value Comparator (TVC).

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