Progeny

We are looking for a Compliance Integrations Specialist: https://bit.ly/46gAtcx In this role, you will be responsible for supporting acquisitions, ensuring that systems and controls comply with regulation whilst minimising risk and identifying successful improvements for future acquisitions. This role can be based in Leeds, London, Edinburgh, Worthing, or Nottingham (hybrid or home based). For more information on this role please click here: https://bit.ly/46gAtcx Or alternatively speak to Molly Clifton, Talent Manager. You may also contact Darren Mead, Director of Risk and hiring manager for more information. #Compliance #Integrations #ComplianceSpecialist #RiskSpecialist

Over the past decade, the number of adult children living at home has significantly increased. It's essential for parents to consider how they can support adult children living at home, whilst ensuring their own financial plan is still on track. In our latest article, Shona Barr CFP™, Director, offers advice to both parents and adult children on managing finances whilst living together in the family home: https://bit.ly/4dLNk9M #Children #AdultChildren #FinancialPlanning #CashflowModelling #Inheritance

It's Labour’s intention to give employees the right not to be unfairly dismissed from their first day of employment, as pledged in their party manifesto. Employers would still be able to dismiss an employee if they have failed probation, but only after a fair process. At the time of writing, Labour is yet to deliver their preferred method of implementing this policy however this change is likely to result in an increase in claims. If you would like to know more about Labour's pledges and how these may effect you as a business owner, you can read our recent blog: https://bit.ly/3yBUkH0 #Labour #BusinessOwners #Employers #HR #UnfairDismissal #Dismissal

Progeny Asset Management (PAM) has appointed Mark Lane, CFA, to the new role of Head of Active Funds. A highly experienced fund manager, Mark was previously Investment Director at abrdn, where he was Co-PM of the MyFolio Sustainable range and the Dynamic Distribution fund. Mark comments: “I am looking forward to using my experience to help develop PAM’s active fund range and working with the team to further strengthen the fund management proposition.” Chief Investment Officer at Progeny, Ian Hooper, adds: “We’re delighted to welcome Mark to the team and his considered and robust approach fits perfectly with the consistent performance and smoother investment journey that we look to create for clients across our fund ranges." For more information you can view our press release here: https://lnkd.in/eH3MQ73A

Hong Kong is an excellent destination for UK expats and their families. There is a great sense of international community, delicious food and a vibrant culture to be discovered. There is also many opportunities for exploring it's beautiful surroundings on hikes and walks. Alexandre Neyrinck, dipPFS, Hong Kong based Financial Planner, shares his list of top trails to experience if you’re an expat or retiree living in the area: https://bit.ly/4dDx8Hz #HongKong #Hiking #Expat

There are several global programs available that give qualified individuals the ability to gain residency or citizenship in another country in exchange for investment in its economy. These visas can give high net worth individuals the opportunity to relocate to a jurisdiction of their choice to live, work, study, retire and receive healthcare. They can significantly expand business and lifestyle opportunities for those looking for global mobility, as well as extend market reach for a diversified high net worth portfolio. In his latest blog, Huw Wedlock, Director, takes a look at the benefits of these programs and visas, outlining the application process for a high net worth individual. https://bit.ly/4cKflNE #GoldenVisa #Visa #HighNetWorthIndividuals #GlobalVisa #Singapore #CitizenshipByInvestment

We are looking for an experienced Second Line IT Support Engineer to join our team in Worthing: https://lnkd.in/eaP-taAp In this dynamic role you will support a wide range of team members with any IT issues, and work with the IT team to maintain Progeny’s network, servers and security systems. Reporting to the IT Support Team Leader, you will collaborate, organise and maintain crucial elements of Progeny’s infrastructure to ensure it supports our teams to deliver world-class client service. For more information click here: https://lnkd.in/eaP-taAp Or alternatively you can speak to Seána Donnelly, Talent Manager for more details on this role. #ITSupport #ITSupportEngineer #ITCareers

With a new term on the horizon for many young adults, it's vitally important for any prospective student to be aware of the available funding options before beginning their journey into higher education. If you are thinking about supporting a child or grandchild with funding their education, Matt Boreham, Chartered Financial Planner, shares insight on the different options in our latest guide: https://bit.ly/4dpOzLs #HigherEducation #University #UniversityFees #StudentLoans #NextGeneration

Anna Jones, Chartered Financial Planner, speaks to the Financial Times about Progeny's summer school and how giving the next generation some autonomy over family wealth is key: https://on.ft.com/4cFtHij #FinancialEducation #NextGeneration #IntergenerationalWealth

With the general election behind us, attentions are now focused on the planned Autumn Budget in October. Chancellor Rachel Reeves has stated that she does not intend ‘to raise taxes on working people’, but has alluded to significant changes. So which taxes are expected to rise, and how do these possible changes impact you? James Batchelor, Chartered Financial Planner shares more in his latest article: https://lnkd.in/e49a_Uf9 #Budget2024 #AutumnBudget #Chancellor #Tax #NationalInsurance #PensionTaxRelief #TaxChanges #CapitalGainsTax