Cashflow and DB transfer software provider FinCalc has added an inheritance tax modeller for Financial Planners. Data can be inputted into the modeller via the Client Portal or an integrated back-office system. Fincalc said the new modeller would help Financial Planners to explain to clients the complexities of inheritance tax and the impact of IHT planning […]
Archives for June 2022
Index Investing, the Sequel: This time it’s personal
Taking on social media: 6 takeaways for financial advisors
Weekend Reading For Financial Planners (June 11-12)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that amid public interest in the potential conflicts of interest involved in ‘payment-for-order flow’ arrangements between brokerages and market-making firms, SEC Chair Gary Gensler has asked agency staff to explore various ways to make the U.S. […]
Yellen calls crypto a ‘very risky’ option for retirement savers
Editor’s Comment: The mortgage dream looks wobbly
The dream of owning your own home is increasingly out of reach for millions…at least the pundits keep telling us that. I do not accept this is entirely true. I know of several cases personally where younger people with a bit of saving and the flexibility to move to cheaper areas or take on […]
SJP signs deal to advise 160,000 solicitors
Wealth manager St James’s Place has signed a deal to provide wealth management and Financial Planning services to the 160,000 solicitors who are members of the Law Society of England and Wales. SJP says the “strategic partnership” will give Law Society members, and their clients, access to a wide range of SJP financial services. SJP says […]
New CDC pension schemes move step closer
The Pensions Regulator has set out a new code of practice for the authorisation and supervision of the government’s new Collective Defined Contribution (CDC) pension schemes. The move is part of the preparation for the launch of CDCs which will allow occupational pensions to pool resources across several schemes to reduce costs. The TPR says this […]
1,000 work experience places on offer from SJP
Wealth manager St James’s Place is offering ‘virtual’ work experience to 1,000 young people in July to provide a financial services career taster. SJP’s Virtual Work Experience Week – called Financial Services Explained – will take place over five days from 11-15 July. The company, which has over 4,000 advisers, says the scheme will offer […]
Botched update caused CISI website to crash
The CISI was forced to take down its website for several hours this week after a failed upgrade by its hosting provider. The botched upgrade caused technical issues which resulted in the site being taken offline. The CISI has confirmed that the problems were not related to criminal hacking of the site which suffered a […]