Jankee Malde

A few thoughts on the Paraplanning Excellence Conference: Always an excellent experience, as good as I remember it from 2017. During our presentation we spoke about overcoming the key barriers to productivity and how regulatory requirements impact productivity. Brief summary: •Increased Regulatory Demands: More time is being spent writing reports, with annual reviews taking longer to complete. •Shifting Workload to Paraplanners: Higher amount increasingly difficult reports are being requested from paraplanners. More time on annual reviews and less time on new business. •Best practices for improving productivity: Consider using a large language model (LLM) like ChatGPT next time you need to revise your top slicing! •How we see the future: A vista into the future of report writing. It was great to share time with fellow paraplanners and share thoughts on how to improve productivity. It was surprising to see how few knew or had used large language models but hopefully our discussion will have inspired more efficiency in paraplanning! Thank you to Owen James and Schroders for hosting the event. #ParaplanningExcellence2024 #EfficiencyInFinance #FinancialAdvisorTools #Paraplanning #OwneJamesEvents

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Is your CV getting overlooked?  Exclusive to CFA UK members as part of the CFA UK Your Next Career Move Pathway, join Victoria McLean, CEO of City CV, as she shares top tips on crafting a standout CV that gets noticed 🚀 Watch video 👉 https://lnkd.in/e6sbQA6j Learn how to:  🎯 Capture attention in 5 seconds  🎯 Differentiate yourself  🎯 Beat the bots and get interviews  And much more 💫 #CFAUK #YourNextCareerMovePathway 

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The Association of Investment Companies (AIC) training programme has been updated and refreshed to help more finance professionals get up to speed with investment companies, often referred to as investment trusts https://lnkd.in/ekHF6J-x

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For UK Financial Professionals. Our latest Treasury & Investment Office update is now live. The update covers: ● S&P reaches year high ● Weakening consumer trends in US ● Rates unchanged in UK Our weekly updates now come with an additional market roundup which you can download and share with your clients. Read the full update here: https://lnkd.in/gyYckPCM

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Our latest Fund Manager webinar is now available to view on our YouTube channel. Michael J. Kelly, CFA, Global Head of Multi-Asset at PineBridge Investments which features in the ‘Balanced Managed Fund’, part of our Managed Funds Portfolio, provided his thoughts on the current financial landscape and what to expect throughout 2024 including: 📊 His views on the US equity market and tech stocks. 📈 Why he believes a Donald Trump win in the Presidential race will be reflationary for the US economy. 🖥 With AI dominating market noise and media headlines, why he believes it is a ‘business-focussed enabler’. Click the link in the comments section to watch the video. #webinar #USelection #FundManager

Shh. What's that noise? It's another exam pass for our team! 👀 In a neverending list of successes in our office, Aaron Platts, our Trainee Paraplanner, has officially passed his RO4 exam. 🙌 A core unit, this difficult exam is all about the wider context of retirement planning, including pension laws and regulations. 📈 Just another example of professional development at IFP, join us in wishing Aaron a huge congrats in the comments! 👇 #RO4 #RetirementPlanning #PensionPlanning

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🌟 Securing Your AIFM Authorisation: A Strategic Guide for Success 🌟 In the dynamic and ever-changing financial industry, achieving authorisation as an Alternative Investment Fund Manager (AIFM) is a significant milestone. Whether you're aiming to become a Full Scope UK AIFM or a Small UK AIFM, understanding the nuances of each category is essential for aligning your business model with regulatory requirements. This guide breaks down the FCA’s application process, helping you navigate the complexities with ease. Learn about the different types of AIFMs, the strategic implications of each choice and the critical steps needed to secure your authorisation. Click below to discover how Complyport can assist you through this intricate journey, ensuring you achieve compliance and operational success. 🚀 Click the link> https://lnkd.in/euJktS9w #Complyport #AIFM #FinancialRegulation #Compliance #FCA #Finance #AlternativeInvestments #RegulatoryCompliance #BusinessStrategy #FCAauthorisation

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Discover the key themes from Scottish Widows’ 2024 Paraplanner Survey in this webinar with Professional Paraplannerincluding myths and misconceptions about paraplanners, how technology is shaping the role and how regulatory changes affect workload. Watch Now: http://spr.ly/6044oDhvM

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Our latest Fund Manager webinar will be with Michael J. Kelly, CFA, Global Head of Multi-Asset at PineBridge Investments which features in the ‘Balanced Managed Fund’, part of our Managed Funds Portfolio. PineBridge is a global asset management firm, specialising in active, high-conviction investments. They manage a wide range of strategies across developed and emerging markets, including both traditional and alternative asset classes. 📅 Thursday 18 July 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar 📈 Speakers: Michael Kelly, Global Head of Multi-Asset, PineBridge Investments This is an exciting opportunity to hear insights on our current financial landscape and what to expect from global markets in the near future. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested. To book your place click the link click the link in the comments section. #MeetTheFundManager #InvestmentStrategies #Financialplanning Pentelow Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The ‘St. James's Place Partnership' and the titles ‘Partner' and ‘Partner Practice' are marketing terms used to describe St. James's Place representatives. Pentelow Wealth Management is a trading name of The Pentelow Practice Ltd.

Average transfer times for defined contribution (DC) pensions are continuing to fall, according to the latest Origo Transfer Index data https://lnkd.in/evitQTw5

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Through the help of pensions tax relief, it only costs basic-rate taxpayers £80 for every £100 you invest. Higher-rate and additional rate taxpayers also benefit. For example, it effectively costs a 40% taxpayer just £60 to get £100, assuming you reclaim your tax relief above the basic rate via your tax return and reinvest into your pension. And if you are in a workplace scheme, you usually get extra contributions from your employer: an absolute no-brainer! And this is just one of several tax-efficient ‘wrappers’ – such as ISAs – all designed to get people saving and investing for later life. The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances. #PensionTaxRelief #RetirementPlanning

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Through the help of pensions tax relief, it only costs basic-rate taxpayers £80 for every £100 you invest. Higher-rate and additional rate taxpayers also benefit. For example, it effectively costs a 40% taxpayer just £60 to get £100, assuming you reclaim your tax relief above the basic rate via your tax return and reinvest into your pension. And if you are in a workplace scheme, you usually get extra contributions from your employer: an absolute no-brainer! And this is just one of several taxefficient ‘wrappers’ – such as ISAs – all designed to get people saving and investing for later life. The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances. #PensionTaxRelief #RetirementPlanning

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Chief Investment Officer Ben Conway and Senior Research Analyst George Salmon, CFA offer their insights on the latest UK Budget, focusing on its potential long-term impact on investment strategy. Notable measures include capital gains tax rising to 18/24%, reduced Inheritance Tax relief on AIM shares, and an increase in the 'carried interest' tax to 32%. They discuss the implications for AIM markets, government bond yields, and UK corporates. Read the full article here: https://lnkd.in/eUrXC9WE

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After months of speculation, comes the biggest set of tax increases in modern history. Read our guide to the changes now, and in the next few years - and discover the planning solutions to help mitigate the impact of the tax on wealth.

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Shape the next generation of investment leaders 💪 Ready to make a difference? Apply today 👉 https://lnkd.in/eHUe_BPe Become a mentor for the CFA UK mentorship programme and share your expertise with the next generation 🤝 Benefits of mentoring: ✅ Develop your leadership and communication skills ✅ Network with experienced investment professionals ✅ Give back to your community #CFAUK #MentorshipProgramme

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A new report from Criterion and NextWealth has highlighted the need for a shake-up of MPS systems and processes if consumers are to receive the best outcomes https://lnkd.in/e6MxwEzP

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