Supporter Tent — The Big Tent

Scottish Widows Platform introduces drip-feed drawdown

Ssandle — Fri, 09 May 2025 11:46:32 +0000

We’ve launched new automated Drip-feed Drawdown (DFD) functionality on our Platform, which allows your clients to take a regular income from their pension in a tax efficient manner.

We understand that retirement is a journey for your clients, rather than a moment in time. The challenge is how to meet your clients’ needs in a way that is optimal for them and cost effective for your business.

Key benefits of our drip-feed drawdown:

Helps your clients to be more tax efficient by optimising regular tax-free cash and taxable income.
Automated regular payments which can be adjusted as required, providing full flexibility for your clients and saving you time.
Retirement pots that remain invested longer may continue to grow, helping client pensions last longer.

Find out more by visiting our new drip-feed drawdown page - https://platform.scottishwidows.co.uk/products-and-services/personal-pension/drip-feed-drawdown/
overview available - https://platform.scottishwidows.co.uk/wp-content/uploads/dripfeed-drawdown-flyer.pdf

IHT vodcast from Scottish Widows

Ssandle — Thu, 01 May 2025 13:43:16 +0000

Join Pension Specialist Gareth Davies, alongside Jon Hall, Protection Specialist as we discuss the upcoming changes to Inheritance Tax in 2027. Covering the key themes that came out of the January 2025 government consultation, we discuss what this means for advisers and their clients; how we can help as an industry and continue to maintain trust in long term savings, and provide peace of mind through protection, championing the value of advice.
https://platform.scottishwidows.co.uk/campaign/vodcasts/inheritance-tax-planning/

Scottish Widows Platform Paraplanner Room - new articles

Ssandle — Wed, 09 Apr 2025 08:21:15 +0000

Take a look at the new articles now available tailored for paraplanners in The Paraplanner Room - https://platform.scottishwidows.co.uk/insights-hub/paraplanner-room/

Know Your Limits Wednesday 19 February 10am

Ssandle — Fri, 14 Feb 2025 12:52:36 +0000

Join Scottish Widows for a 1 hour CII-accredited webinar featuring Gareth Davies, Pension Specialist at Scottish Widows. In this session, Gareth will provide you with essential updates on the latest changes in pensions law and regulations as we approach the end of the tax year. Key topics include:
Annual allowance
Lump sum allowance
Tax relief
Carry forward
Money purchase annual allowance
Register here - https://event.webcasts.com/starthere.jsp?ei=1705129&tp_key=ae8de6b87c?utm_source=LinkedIn&utm_medium=organic_social&utm_campaign=Adviser_AlwaysOn&utm_term=KYL_webinar_promo&utm_content=Static

Navigating national insurance changes using salary exchange

Ssandle — Fri, 14 Feb 2025 12:49:50 +0000

Navigating National Insurance changes using salary exchange - join Scottish Widows expert series on Tuesday 25th February at 11am where we will discuss how salary exchange can be used to mitigate the costs arising from the rise in employer's National Insurance contribution and help optimise clients' employee benefits offering - sign up here - https://event.webcasts.com/starthere.jsp?ei=1704946&tp_key=9fee81caf7

Pensions Engagement Season 2024 - useful resources

Ssandle — Wed, 11 Sep 2024 09:15:23 +0000

Scottish Widows are proud to be part of Pension Engagement Season, an industry wide campaign encouraging people to pay their pension some attention.

During Pension Engagement Season, we’re committed to continue supporting advisers and their clients with pension conversations. We’re also launching a multi-channel customer facing advertising campaign “take a small step towards a bigger pension”.

Together with advisers and paraplanners, we can encourage customers to engage in their pensions and remind them of the importance of getting financial advice.

Have a look at the latest insight and resources on our adviser (http://https://adviser.scottishwidows.co.uk/market-support.html# "adviser hub") that can help support advisers client discussions.

The hub has links to the most recent Women and Retirement Report (the 2024 version due in October), how to help your clients find their lost pensions, the 2024 retirement report and useful links to supporting client vulnerability.

TechTalk from Scottish Widows

Ssandle — Wed, 05 Jun 2024 13:13:18 +0000

The latest edition of Scottish Widows' TechTalk is out now. This issue focuses on a wide range of retirement planning topics, including the new rules that replace the lifetime allowance and what it means for former holders of lifetime allowance protection. We also explain HMRC's key rules for ill-health pension provision from 24/25 and suggest some ill-health lump sum planning considerations. Finally, we explain the further reductions in employee and self-employed national insurance contributions announced in the Spring Budget and show the impact of the employee NICs cut on salary exchange - https://adviser.scottishwidows.co.uk/expertise/techtalk.html?utm_medium=email&utm_source=Elq-direct-marketing&utm_campaign=2024-6 TechTalk issue 2&utm_content=none

ESG Research - Volunteers Wanted!

Theresa_Dixon — Thu, 04 Feb 2021 19:01:58 +0000

Aegon are currently undertaking some research into the main drivers around selecting Responsible/ESG investment solutions and how they integrate into an advice business. Ultimately, we need the research to inform where the opportunities lie for Aegon Investment Limited as a solutions provider. Our working assumption is that advisers would value solutions that cut through the “noise” and differing approaches taken on ESG but we would welcome this being validated, or not.

How can you help?
We have engaged an external Market Research agency and we’re looking for volunteers in the advice market (both advisers and paraplanners) to provide insight into a series of approximately 15-20 questions around ESG.
If you would be interested in taking part, please can you email theresa.dixon@aegon.co.uk with your contact details.

How easy would it be for you to shift to Linux

sentinel555 — Mon, 12 Nov 2018 14:37:17 +0000

Hi,

I know a lot of you mainly use web-based tools and systems anyway. But could you ditch Microsoft Office in favour on LibreOffice and use Linux-based PDF tools instead. It's not that difficult. I think I have booted into Windows about twice in the last year.

I use Linux and OpenBSD day in and day out. Who the hell wants to pay for Windows software when there are free open-source equivalents.

So, my question is, are there any work-related applications that are Windows-only and you can't work without them ?

Neil

Paraplanner Event - Manchester City Centre 27th October 2016

Phil_Berry — Wed, 31 Aug 2016 10:16:35 +0000

Hello Everyone,

We are putting on a Parraplanner and Trainee adviser event in Manchester on Thursday 27th of October 2016.

As supporters of the Powwow we are keen to run regular events to support the next generation of planners. The way we see it advisers get invited to lots of events and CPD days and its often the Parraplanners, administrators or trainees that get left out and often miss out on important educational information and opinions.

So... We are trying to be a little different.

Our event is being held at the Revolucion De Cuba Bar in Manchester City Centre.

Start Time is 2.30pm until late.

There will be 3 educational presentations (No product presentations!) from 7IM, Axa International and Liberty SIPP. Covering a number of subjects including Tax Planning and Client Decumulation. Each session will last for around 40 minutes with a drinks break in between.

All will carry CPD.

The session will be followed by a fantastic Cuban Buffet and Drinks ( great time to network) in our Private section of the Bar.

There will also be plenty of time to give your feedback on future events and meet the presenters.

Registration is opening today and we have a limited number of spaces on this event, so if you would like to attend please send:

Name

Company

Role

Email address & Telephone number

to Phil.Berry@7im.co.uk

P.s. This event is free of charge.

Hope everyone has a great time at the Powwow.

Kind Regards

Phil.

Paralanner Pub Quiz Team with 7IM

richallum — Mon, 07 Mar 2016 16:26:35 +0000

Fancy putting together a Powwow Pub Quiz Team? Powwow supporter 7IM is hosting two events and would be very keen to welcome. Here's details from 7IM, if you're interested please DM me or email how@paraplannerspowwow.co.uk.

We've been running ‘7IM Quiz Nights’ across the UK for a couple of years now and we really want to get the Paraplanning community involved. So far they’ve been a really big hit - the aim is simply to have a bit of fun with some friendly competition.

We currently have two on the horizon – one in Leeds on 14th April and Manchester on 26th May.

We should have about 20 teams consisting of up to 6 members at each. It will be a typical ‘pub quiz’ format with prizes and trophies for the top teams. We can mix and match the teams if needs be, so a Paraplanner team could enter as a whole team or can join in with other teams.

The drinks and food will be on us, all you have to bring are your capacious brains and competitive spirits!

The shape of the evening is likely to be something like this…

5.45pm – 6.30pm Arrive – Welcome drinks
6.30pm – 8.00pm Quiz – Part 1 (with drinks)
8.00pm – 8.30pm Buffet Meal (with drinks)
8.30pm – 9.45pm Quiz – Part 2 (with drinks)
9.45pm – 10.00pm Final Scores and Prizes
10.00pm onwards A few more drinks perhaps?

The Leeds Quiz will be held on 14th April at Tiger Tiger Leeds, The Light, 117 Albion St, Leeds LS2 8DY and the Manchester Quiz will be held on 26th May at The Groovy Wonderland, Tiger Tiger Manchester, 27 Withy Grove, The Printworks, M4 2BS