Partner Lead Story

Protection video for Financial Advisers & Paraplanners - Royal London: Everyone’s different

At Royal London, we understand everyone’s unique. That’s why our protection proposition isn’t ‘one size fits all’ more...

Regulation news for Financial advisers and Paraplanners - 2020 Conundrum. Trust registration

Proposed new government rules threaten last nail in coffin for life policy trusts The onerous registration rules would take dealing with trusts from complex to almost impossible, writes Ruth Gilbert more...

Better Business for Financial Advisers and Paraplanners - Footansty: Restrictive covenants: protections and pitfalls seminar

We are delighted to invite you to attend our seminar – "Restrictive Covenants: Protections and Pitfalls. more...

Investment news for Financial Advisers & Paraplanners - Continuing to help support you in 2019

Our Adviser Support Programme aims to give you the best in technical and business development support, so you can continue to give your clients the benefit of your professional expertise. more...

Investment videos for Financial Advisers & Paraplanners - Scottish Mortgage: Resolute Investors

In this in-depth two-part video interview, join Scottish Mortgage managers James Anderson and Tom Slater as they discuss what they’ve learned from investing and look at the companies in the portfolio at the forefront of profound change in their industries. Capital is at risk. more...

Brexit news for Financial Advisers and Paraplanners - The Brexit unknown: views from Schroders experts

British politics has faced a turbulent week: three nights of Brexit votes, a Spring Statement and a downgrade to economic growth. more...

Pensions news for Financial Advisers & Paraplanners - Royal London: How sustainable income levels can protect portfolio strength

Taking a sustainable level of income is important in helping drawdown customers maintain a resilient portfolio during periods of investment volatility. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Future of the euro zone: an interview with Ashoka Mody

The received wisdom on the euro zone is that it needs to become more tightly integrated to survive. To ensure the resilience of the monetary union, fiscal transfers to peripheral economies and risk-sharing via the mutual issuance of Eurobonds are necessary and perhaps inevitable. Princeton economist Ashoka Mody takes a different view. more...

Investment news for Financial Advisers & Paraplanners - Brexit: Deal or No Deal? Or Something in Between?

A wide spectrum of potential Brexit scenarios still remains. On balance, our base case is for Parliament ultimately to support a “Plan B” deal. Under this outcome or an “extend” scenario, the probabilities now tilt toward a softer or later Brexit; the odds of a “no-deal” Brexit have fallen. more...

Investment news for Financial Advisers and Paraplanners - Are you investing for impact?

Investing to help improve society and the environment does not mean giving up economic returns. The M&G Positive Impact Fund, launched in November 2018, aims to invest in companies that address the world’s major social and environmental challenges, while generating long-term wealth for its customers. more...

Investment news for Financial Advisers and Paraplanners - Busting the millennial myth

New research challenges the widely held view that millennials are genuinely different from previous generations more...

Investment News for Financial Advisers and Paraplanners - Diversification delivers

Royal London’s Governed Portfolios have reached their ten-year milestone. Lorna Blyth, Head of Investment Solutions, reflects on how diversification can deliver. more...

Tax news for Financial Advisers & Paraplanners - Tax year end planning support hub

With another tax year end on the horizon, Prudential have packaged up the support you need in one place in their new and improved hub. You’ll find a range of handy tools, tips and technical insight, including the most common tax year end questions their technical experts answer at this time of year. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Equities outlook: four predictions for 2019

How will equities perform in a challenging environment marked by political tensions and rising interest rates? Here are our forecasts for the next 12 months. more...

Business Support for Financial Advisers & Paraplanners - Exclusive, Panacea brings to you a unique Secure Email by Mailock from Beyond Encryption

Secure Communications. Your Customers Expect It. Your Regulator Demands It. Your Reputation Depends On It. Email is the most popular form of electronic communication, but it is not secure. Sending sensitive personal data by normal email leaves you susceptible to cyber-crime and in turn may contravene legislation. more...

Blogg for Finiancal advisers and Paraplanners - I’m not impaired, I’m quirky!

Kathryn talks about hypermobility syndrome & fairer practices for people with health conditions. “In the distance I hear a ringing. As I start to wake, I feel like someone has ripped my spine out and played it like a xylophone all night…” These are the opening lines of something that I wrote at school, when I was 14. I have hypermobility syndrome and at that time, it was really really bad. To look at me now, you would have no idea that there is anything “wrong” with me, but I have a number of invisible illnesses. more...

Investment news for Financial Advisers and Paraplanners - BlackRock’s Global Investment Outlook Q4 2018

BlackRock Investment Institute see the steady global expansion rolling on, underpinned by above-trend US growth. Yet the range of potential economic outcomes is widening. Gradual increases in US rates are tightening financial conditions globally, and have contributed to bouts of volatility and sharply depreciating emerging market (EM) currencies. Also in the Outlook, BlackRock take a deep dive into the prospects for EMs after an unexpectedly drawn-out selloff. more...

Investment news for Financial Advisers and Paraplanners - Have you registered for M&G’s Meet the Managers Roadshow?

Don’t miss your chance to register for the M&G Meet the Managers 2018 Roadshow, a series of seminars specifically designed for our UK clients. Join M&G’s top fund managers as they discuss the economic backdrop and markets, and where they see challenges and opportunities for investors today. more...

Investment News for Financial Advisers and Paraplanners - Legg Mason: Why it pays to clip coupons

A rising rate environment means the majority of fixed income investors’ return in 2018 is likely to come from carry or yield and not from price appreciation. Brandywine Global's Brian Kloss sees careful selection of higher yielding securities as the key for returns and protecting valuations. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Income to drive real estate returns as yield cycle nears end

The prospect of robust global economic growth in the coming years should prove positive for occupier demand, but could present fresh challenges to real estate investors as interest rates rise around the globe more...

Investment news for Financial Advisers and Paraplanners - The butterfly effect in global markets

In today’s connected world, portfolios need to be constructed so they can respond quickly to changing conditions and market opportunities. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investor: Canadian infrastructure: brave new world?

Investors have high hopes for Canada’s PPP infrastructure market, but can it deliver the opportunities investors crave? more...

Investment & bond news for Financial Advisers & Paraplanners - Prudential: Why OEICs are great… and other matters

OEICs are great, they can be practically tax free for some, generating a natural income where it’s required. That could be interest or dividends or both. Withdrawals over the natural income may be taken tax efficient too. You can even cash them in tax free. more...

Investment news for Financial Advisers and Paraplanners - M&G Investment: Rising interest rates and infrastructure

What is the impact of rising interest rates on infrastructure? In this 2 minute update, Alex Araujo, Fund Manager of M&G’s Global Listed Infrastructure Fund, discusses the impact of rising interest rates on listed infrastructure, what type of infrastructure tend to do well in this environment and what this means for client portfolios. more...

Pension Webex for Financial Advisers and Paraplanners - Prudential: Defined Benefit Transfers – the futureproofing of advice

Prudential are running a webex on 26 April at 9am, 11am and 3pm. Prudential are delighted to have Rory Percival, an independent regulatory expert join their Director of Specialist Business Support, Vince Smith-Hughes, as they discuss the current state of the DB market. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors house view Q2 2018

The intelligence that guides our investment decisions. Read our team’s collective insight on how market volatility, trade tensions and Chinese reforms may impact the outlook for financial markets in the coming months. more...

Investment news for Financial Advisers and Paraplanners - Looking ahead as central banks look up Rathbones

The threats of higher inflation and rising interest rates spooked global stock markets in February, pushing up government bond yields. We expect the trend of rising yields to persist and be a dominant investment theme over the coming year, with important implications for equities. more...

Pension Webcast for Financial Advisers and Paraplanners - Prudential: Planning Matters – delivering income needs

Prudential are running a webex on 10 April at 9am and 11am. They recently ran a series of seminars across the UK that proved really popular, attracting over 1400 advisers. Feedback was so strong that they’ve decided to run a webinar that covers the key points discussed, so those who didn’t make it don't miss out. more...

Protection news for Financial Advisers and Paraplanners - Multinational Pooling Advanced

Our last CPD edition looked at some of the high level concepts behind multinational pooling, including the history and background, an overview of the common models and benefits for corporations, advisers and insurers. This article will look at some practical examples to illustrate the models and the advantages and disadvantages of some of the alternatives. more...

Protection news for Financial Advisers and Paraplanners - Thriving at work: the role of Group Income Protection

October saw the publication of “Thriving at work: The Stevenson/Farmer review of mental health and employers” (the Stevenson Farmer report), which took a broad look at the role of the workplace in helping improve mental health in the UK. In amongst the report’s 40 recommendations for employers, Government, trade bodies, regulators and a host of others, were familiar messages about presenteeism. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Investors cheering China's market expansion should be careful what they wish for

A new pilot scheme could give investors greater access to China’s vast equity market. But the project may also affect the performance of existing Hong Kong-listed shares, says Will Ballard. more...

Investment News for Financial Advisers and Paraplanners - Investors cheering China's market expansion should be careful what they wish for

A new pilot scheme will allow mainland Chinese companies to release some of their non-tradeable H shares into circulation on the Hong Kong Stock Exchange. The scheme could give investors greater access to China’s vast equity market – but it may also affect the performance of existing Hong Kong-listed shares, says Will Ballard. more...

Better Business news for Financial Advisers and Paraplanners - Make things simpler with Prudential’s Extracting Company Profits tool

Prudential are well known for their suite of tools and calculators, which can help generate discussions with your clients. One of their most popular tools just now is the Extracting Company Profits one. more...

Investment update for Financial Advisers and Paraplanners - Rt Hon George Osborne CH and Ben Edwards, CFA to open BlackRock’s Insight Series

The eurozone is enjoying its fastest economic expansion since 2011. Emerging market growth looks self-sustaining, even if powerhouse China slows more than markets currently expect and US tax cuts could provide a decent dose of fiscal stimulus. more...

Investment news for Financial Advisers and Paraplanners - Oh! Jeremy Corbyn

What a Corbyn-led government could mean for investors? more...

Investment news for Financial Advisers and Paraplanners - Navigating uncertainty with your investments

Uncertainty can bring discomfort, but it always brings opportunities. There are approaches to investing that look to navigate this uncertainty and chart a steadier course, even in choppy market conditions. Expert fund managers aim to strike the right balance between risk and reward to achieve a particular outcome. Whether that’s managing rising inflation, finding returns in a low yield environment or navigating volatility in tough conditions, M&G offer a range of solutions designed to help your clients. more...

Protection news for Financial Advisers and Paraplanners - Royal London: Have we got our protection priorities all wrong?

At Royal London, we have a tool on our adviser website that shows the relative risks of death, critical illness, or being unable to work due to incapacity. We measure these risks using the age and gender of the client and over a period of time prescribed by the adviser. In other words, we make it personal. more...

Pensions update for Financial Advisers and Paraplanners - The Future of the State Pension

The state pension system in the UK has undergone a series of changes since it was introduced in its modern form after the Second World War. Some of the biggest changes have been around the addition of earnings-related elements on top of the basic pension. more...

Retirement news for Financial Advisers and Paraplanners - Prudential: How do you solve a problem like nearing the Lifetime Allowance?

With the Lifetime Allowance (LTA) for to £1m, more and more clients will be facing a planning dilemma when nearing this limit. Mark Devlin, Technical Manager at Prudential, looks at some of the considerations. more...

Partner announcement for Financial Advisers and Paraplanners - What’s your inflation rate? Try Rathbones personal inflation calculator

Whether your clients are accumulating for the future or drawing down on their wealth in retirement, inflation is a key factor of which to be aware. Rathbones are pleased to announce the launch of a personal inflation calculator, designed to give a prediction of what inflation means to them. more...

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