Prof Paraplanner Mag

2026: A prime year for active stock selection @PutnamToday professionalparaplanner.co.uk/2026-a-prime-y…

@DariusMcDermott fund advisor to the VT Chelsea Managed fund range says that markets do have their challenges, but we must remain calm – even when we receive a punch in the mouth professionalparaplanner.co.uk/what-to-do-whe…

@AvivaUK has expanded its AI underwriting summarisation tool to support critical illness insurance applications. professionalparaplanner.co.uk/aviva-extends-…

Equity investment deals into UK businesses with international founders has dropped by more than a third since 2021, according to @RathbonesGroup professionalparaplanner.co.uk/international-…

Plannr Technologies has launched a mobile app to keep advisers and their clients connected professionalparaplanner.co.uk/plannr-technol… @plannrcrm

The Monetary Policy Committee voted unanimously to hold rates at 3.75% albeit will continue to closely monitor the situation in the Middle East and its impact on global energy supply and energy prices professionalparaplanner.co.uk/unanimous-deci…

With the upcoming changes to IHT rules on pensions from April 27, paraplanners face new challenges in supporting clients with effective estate planning strategies. Shaun Moore @Quilter looks at the importance of lifetime gifting professionalparaplanner.co.uk/the-growing-im…

New rules of income and growth investing @FundCalibre @BNYglobal professionalparaplanner.co.uk/new-rules-of-i…

Commenting on the Federal Reserve’s interest rate decision,  Lindsay James @Quilter says there is a real possibility that later in the year we could see the unusual situation of an incoming Chair voting for a cut that does not receive majority support professionalparaplanner.co.uk/comment-fed-ho…

There’s still time to top up ISAs, using up any remaining allowances and Hal Cook, Senior Investment Analyst at @HLInvest shares three ETF ideas to consider. professionalparaplanner.co.uk/three-etfs-to-…

India’s IT sell off : What does it mean for growth? professionalparaplanner.co.uk/indias-it-sell…

The slowest pension providers and administrators are taking up to 18 times longer to transfer savers’ money than the fastest, new data from @pensionbee has revealed. professionalparaplanner.co.uk/slowest-pensio…

The Financial Conduct Authority’s Targeted Support initiative misses out on the potential to include later life lending for over-55 homeowners, said Key Partnerships professionalparaplanner.co.uk/targeted-suppo…

Royal London and Oxford Economics have urged policymakers to set out a plan to increase default pension contributions to more adequate levels as the UK faces a retirement crisis professionalparaplanner.co.uk/policymakers-u…

We are just one month away from being on the road with our packed schedule of Technical Insight Seminars. Which event will you be attending this year? professionalparaplanner.co.uk/its-almost-tim…

Aberdeen Adviser has called on the Government to make comprehensive data on SIPPs publicly available, amid an ongoing retirement savings challenge professionalparaplanner.co.uk/aberdeen-calls…

@Investcentre has launched a pension commencement lump sum tracker, designed to streamline the process and save time for advisers professionalparaplanner.co.uk/aj-bell-launch…

Inheritance tax should be abolished due to its distortionary nature and complexity, a new report by the Institute of Economic Affairs has argued professionalparaplanner.co.uk/the-institute-…

Retirement advice in the UK: Turning insight into outcomes professionalparaplanner.co.uk/retirement-adv…

Firms that want faster delivery of quality advice need their advisers, paraplanners and administrators working in tandem with the AI tools they use, say Rob Harradine, and Caroline Duff, founders of ammonite AI professionalparaplanner.co.uk/financial-advi…