April 16, 2024
The increasing impact of IHT, but it’s not all bad news
Guest blog by Brian Radbone, Technical Counsel at Transact Since 2006 we have seen a…
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April 19, 2023
The Lifetime Allowance is dead (long live the Lifetime Allowance)
The Lifetime Allowance is dead and gone! Or is it? Yes... but also no! Stick…
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December 13, 2022
Defining “Good outcomes”: Cashflow and Consumer Duty
Back in July, the FCA published PS22/9, announcing the new Consumer Duty requirements that firms…
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August 5, 2022
Why it’s depressing that we even need Consumer Duty rules (but they’re long overdue)!
The new FCA Consumer Duty rules are designed to deliver higher standards of consumer protection.…
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May 23, 2022
Terry Hopkinson – Relationships, Results, and Reaping the Rewards!
NEED A CONFIDENCE BOOST? From time to time, we hear from planners who are stumped…
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March 25, 2022
How I learned to stop worrying and love inflation
***Caution: this may be the most contentious blog I’ve ever written!*** Inflation hits 30 year…
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September 23, 2021
Cashflow Assumptions Best Practice Guide
30 mins CPD Learning Objectives: Illustrating how to document and maintain assumptions internally Communicating key…
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September 1, 2021
Cashflow Assumptions – Retirement Spending
60 mins CPD Learning Objectives: Establishing retirement goals Understanding likely changes in retirement Illustrating the…
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August 16, 2021
Cashflow Assumptions – Market Crashes
30 mins CPD Learning Objectives: Understanding the key features and limitations of deterministic cashflow models…
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August 4, 2021
Cashflow Assumptions – Surplus and Deficit
30 mins CPD Learning Objectives: Defining the purpose and benefit of the Surplus Account Illustrating…
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