Technical

Trust news for Financial Advisers and Paraplanners - Prudential: All aboard the online train

As we all know too well,. HMRC has a multitude of forms, but regardless of that, can you specifically identify ‘Form 41G’? Graeme Robb, Senior Technical Manager at Prudential goes into more detail. more...

Pension news for Financial Advisers & Paraplanners - FundsNetwork’s technical content all in one place

This toolkit brings together a range of topical areas which have been popular with advisers and paraplanners in recent months. The electronic document has been set up to allow you to easily navigate to the content of most interest to you. more...

Technical update for Financial Advisers and Paraplanners - Defaqto: Platform service review 2019

The results of our annual platform service review are now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of platform providers. more...

Technology update for Financial Advisers and Paraplanners - Dynamic Planner Strikes Deal With threesixty

The collaboration will allow threesixty clients who adopt Dynamic Planner to seamlessly access the threesixty approved suitability letters. In addition, where registered, they will also be able to select from threesixty approved funds list, alongside the whole of market investments advisers can select from in Dynamic Planner. more...

Technology news for Financial Advisers & Paraplanners - Defaqto: KIIDs and fund documents included in Engage Core

Defaqto has added Key Investor Information Documents (KIIDs) and fund factsheets to Engage Core, our award-winning end-to-end financial planning software, to further the offering we provide. more...

Technology update for Financial Advisers and Paraplanners - Dynamic Planner puts Institutional Level Asset Analysis at Fingertips of Advice Firms

Dynamic Planner, the UK's preferred digital risk profiling and asset allocation investment service, has extended access to a level of precision and detail across 49 asset classes that has until now only been used by Dynamic Planner's Asset and Risk Modelling team (ARM). more...

Investment news for Financial Advisers and Paraplanners - Defaqto: The evolution of DFM due diligence

Fraser Donaldson looks back at the evolution of the selection process for advisers for discretionary fund management proposition. more...

Technology update for Financial Advisers and Paraplanners - Dynamic Planner: Why recommend Risk Target Managed investments for clients?

Demand for Risk Target Managed (RTM) solutions was driven originally by the then FSA’s ‘Assessing Suitability’ paper published in March 2011. This set a key expectation that when your clients are risk profiled, the investment recommendation is profiled on a consistent basis, both at the time of initial advice and as part of your ongoing service. more...

Technology update for Financial Advisers and Paraplanners - Dynamic Planner partners with Panacea to help inform community

Dynamic Planner has teamed up with Panacea Adviser to help keep sector professionals informed with key industry insight and developments. more...

Pension news for Financial Advisers and Paraplanners - Prudential: Leaving on a jet plane…what does this mean for tax relief on future pension contributions?

My bags are packed and I’m ready to go but is there anything I should do about my UK pension before I move overseas? more...

Tax, trust and ISA for Financial Adviser and Paraplanners - FundsNetwork: Pensions and divorce - a technical guide

From earmarking orders, to pension sharing, lifetime allowance considerations and offsetting, FundsNetwork's Pensions and divorce guide covers the important technical details. more...

Trade Body update for Financial Advisers and Paraplanners - A career of highs (and occasional lows)

Libertatem were recently very pleasantly surprised to find their very own Garry Heath has been recognised as one of the 100 most influential people in the global financial services sector by a leading industry publisher. more...

Investment news for Financial Advisers and Paraplanners - Prudential: Thoughts about bonds

A bond is normally a single premium whole of life contract which offers many features and benefits. In Helen O’Hagan, Technical Manager at Prudential’s opinion, here’s some of the salient features of bonds. more...

Tax & Trust news for Financial Advisers and Paraplanners - Prudential: Power of Attorney and the foreign element

The world is getting smaller, there is more and more movement of people between countries than ever before. So what happens when you have an elderly person who has a power of attorney in place which was not set up in the UK. Helen O’Hagan, Technical Manager at Prudential explores. more...

Investment news for Financial Advisers and Paraplanners - Schroders: What is Blockchain and why will it revolutionise business?

Cryptocurrencies like Bitcoin get all the attention (and notoriety), and in this article, we discuss why it is actually the underlying Blockchain technology that we believe will revolutionise global business. more...

Pension & Tax news for Financial Advisers and Paraplanners - Prudential: The Annual Allowance (AA)

Mark Devlin, Technical Manager at Prudential covered pensions tax relief in their last edition of Oracle Technical. In the February edition he’ll go through the flip side of the pension funding conundrum, the Annual Allowance (AA). more...

Tax news for Financial Advisers and Paraplanners - Prudential: Wholly disproportionate gains

Exceeding the 5% tax deferred allowance for life assurance bonds can result in gains which are disproportionate to the true gain made within the bond. more...

GDPR update for Financial Advisers and Paraplanners - moneyinfo: GDPR 3 - The technology solution

If you’ve not yet heard of the GDPR then please look at our earlier articles on how to plan for the GDPR in your organisation on www.moneyinfo.com/news. The drop-dead date is 25th May 2018 and as an adviser firm there’s a lot to do to ensure you can comply with the new rules. more...

Partner event for Financial Advisers and Paraplanners - The Utmost Technical Academies are back for 2018

Following the successful schedule of academies in 2017, Utmost are delighted to announce the dates for the first series of their 2018 programme. The forthcoming series is titled Financial Planning with Trusts and focuses on the different types of trusts in the financial planning environment. more...

Investment news for Financial Advisers and Paraplanners - T. Rowe Price: Technology: The rising impact of disruption

T. Rowe Price’s Joshua Spencer discusses the accelerating pace of innovation in technology and how areas such as cloud computing and artificial intelligence are creating interesting opportunities across a wide range of industries. more...

Technical update for Financial Advisers and Paraplanners - Prudential Oracle Regulatory Special

Why’s it special? They have moved away from the usual legislative world of tax, trust and pensions that they normally cover. In this edition their looking at some hot topics in the regulatory world. more...

Tax news for Financial Advisers and Paraplanners - Prudential: Planning for £50,000+ tax-free annually

Nobody likes paying tax, but luckily our system offers legitimate opportunities to diminish tax payments. Liz Hardie, Technical Specialist at Prudential explores. By carefully preparing and planning a multi-wrapper solution for clients with capital/disposable income to invest, we can help them achieve in excess of £50,000 p.a. tax free. help them achieve in excess of £50,000 p.a. tax free. more...

Tax news for Financial Advisers and Paraplanners - Prudential: Festive (tax) quiz of the year: Register now

Test yourself at Prudential’s interactive webex quiz on the common areas their Technical Team get asked about and earn 1-hour CPD. Sign up today. more...

Technical update for Financial Advisers and Paraplanners - Prudential: Run for cover

For many small businesses surplus cash is a nice problem to have. Or more precisely, what to do with that cash sitting on the Balance Sheet which is surplus to business needs - cash which is surplus to normal working capital requirements. Graeme Robb, Senior Technical Manager at Prudential explores some options. more...

Pension news for Financial Advisers and Paraplanners - Prudential: You do the hokey cokey and the Money Purchase Annual Allowance is £4,000

The Government announced their intention for the Money Purchase Annual Allowance (MPAA) to reduce, to £4,000 from 6 April 2017, in their final spring budget on 8 March 2017. Jacqueline Clezy, Prudential Technical Specialist goes into more detail. more...

Investment news for Financial Advisers and Paraplanners - T. Rowe Price: Splash The Cash: Abe’s Corporate Governance Reforms Unleash Japan’s Potential

Japan is a nation famed for its culture and traditions. Unfortunately for investors, this has often meant higher corporate savings and meagre returns. Now, however, governance reforms by Prime Minister Shinzo Abe could be changing this, as Japanese companies look to reward their shareholders more...

Tax news for Financial Advisers and Paraplanners - Prudential Annual Allowance support…

Did you know the Prudential technical helpline has handled over 1400 queries about Annual Allowance so far this year, making it their most popular topic. more...

Pension and Technical video for Financial Advisers and Paraplanners - FundsNetwork: Taking CII exams this October?

With pension exams fast approaching, why not take a look at our library of 36 pension technical videos to help you prepare? Topics range from defined benefit transfer issues to tax relief and lifetime allowance considerations. We also have a video on exam techniques, touching on strategies around the marking scheme and the best ways to approach your answers. more...

Investment news for Financial Advisers and Paraplanners - Prudential: Where there’s a will there’s a way

In this article Graeme Robb, Senior Technical Manager at Prudential explores the limited circumstances under which Probate Service will now accept online applications from personal applications. more...

Technical news for Financial Advisers and Paraplanners - Prudential Oracle Technical August edition

Welcome to Prudential’s August edition of Oracle Technical. Summer holidays are over up here in Scotland but some non-Scottish readers will be mid-holiday, so the Prudential technical team have some light summer holiday reading for you. more...

Tax update for Financial Advisers and Paraplanners - Prudential: Excluded Property Trusts

In the fourth article of Prudential’s trust series, Technical Manager Helen O’Hagan makes the trust journey simpler and less complex. Last month she looked at discounted gift trusts and this time she covers excluded property trusts. more...

Investment news for Financial Advisers and Paraplanners - Prudential: Summer Snippets

In this article Prudential’s Senior Technical Manager Graeme Robb considers a few current items of interest for advisers. more...

Technical news for Financial Advisers and Paraplanners - Prudential: Oracle Technical June edition

Welcome to Prudential’s June edition of Oracle Technical. This month sees three pension articles and two tax and trust articles. more...

General Election comment for Financial Advisers and Paraplanners - Prudential: The Finance Bill: the measures that stayed or went, and that ones that may come back

After the announcement of a snap election in June, the Finance Bill 2017 was slimmed down and the clauses most important to the planning world were snapped in two! Les Cameron, Head of Technical at Prudential, explores. more...

Trust news for Financial Advisers and Paraplanners - Prudential: The ‘what’ of trusts: Loan Trust

In the second article of Prudential’s trust series, Technical Manager Helen O'Hagan makes the trust journey simpler and less complex. Last month she looked at gift trusts and this time she covers loan trusts. more...

Technical update for Financial Advisers and Paraplanners - Welcome to Prudential’s May edition of Oracle Technical

Les Cameron, Head of Technical at Prudential was going to try and claim some form of purdah to get out of doing some work this month but his team pointed out that’s only for the government at election time! more...

Pension news for Financial Advisers & Paraplanners - Prudential Oracle Quarterly April edition

Welcome to Prudential’s April 2017 edition of Oracle. In this edition they’re taking a look at defined benefit pension transfers and due diligence, which have been the subject of much regulatory attention of late. more...

Investment news for Financial Advisers and Paraplanners - Prudential: Oracle Technical – April edition

Happy New Tax Year! Revised allowances and limits, some dramatically reduced like the Money Purchase Annual Allowance, some increased, the new inflation busting increase to the ISA allowance and some new , like the Main Residence Nil Rate Band. more...

Pension update for Financial Advisers and Paraplanners - FundsNetwork: Allowances and pension contributions at tax year end

Calculating pension allowances for your clients, particularly at this time of the year, can be highly complex. With this in mind we thought you might find FundsNetwork’s latest video of interest. more...

Investment news for Financial Advisers and Paraplanners - Prudential: Where do your clients invest when they feel stuck between a rock and a hard place?

Stuck between a rock and a hard place? Against a backdrop of low interest rates, rising inflation and market uncertainty there are some tough decisions to be made when it comes to reviewing ISA investments. more...

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