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Aviva in talks to buy £5bn Friends Life

21 November 2014 5:24 pm | By Samuel Dale

The deal would create the largest insurance and savings business in the UK.


Why have internal annuity sales not fallen since the Budget?

21 November 2014 4:50 pm | By Tom Selby

The ABI says while external annuity sales have fallen as a result of the Budget, internal annuity sales remain at similar levels.


Treasury offers face-to-face HMRC meeting before bank account tax raids

21 November 2014 3:04 pm | By Samuel Dale

Treasury conceds ground after criticism from MPs over scope of powers.


Pensions regulator shuts down £134m liberation schemes

21 November 2014 2:29 pm | By Samuel Dale

Five pension schemes have been stopped receiving transfers after a High Court battle.


Spending watchdog hammers Treasury for losing track of tax relief

21 November 2014 2:07 pm | By Samuel Dale

National Audit Office says the Treasury and HMRC are not monitoring the effectiveness of tax reliefs.


Advisers concerned over profits and rising S166 costs

21 November 2014 1:00 pm | By Tessa Norman

Regulation and PI insurance top worries for advisers, research shows. 


Sarasin teams with Indexx Markets to create 'more efficient' S&P 500 index

21 November 2014 11:30 am | By Michael Berry

Bespoke indices give asset managers the ability to separate and sell their investment process, Indexx Markets co-founder James d’Ath says.


IMA: Consumers don't want to look under the bonnet of investments

21 November 2014 11:30 am | By Tessa Norman

There is a limit to the disclosure fund managers should provide, IMA suggests. 

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Dunstan Thomas to offer new pension withdrawal option from January

21 November 2014 11:27 am | By Tom Selby

Retirement software firm Dunstan Thomas has created a new system that allows pension providers to offer savers uncrystallised funds pension lump sum withdrawals.


Royals hire RBS director as communications chief

21 November 2014 11:09 am | By Samuel Dale

RBS has suffered more than £1bn worth of fines since Jason Knauf joined in April 2010.


Aviva: Drawdown 'unlikely to be appropriate' for pots below £30K

21 November 2014 9:49 am | By Samuel Dale

Aviva’s comments follow FCA evidence to parliament that drawdown pots below £50,000 are likely to be unsuitable.


Advisers hit out at KRS 'free' non-advised annuity service claim

21 November 2014 9:30 am | By Samuel Dale

Key Retirement Solutions was still claiming its broking service is “free” a year after it made changes.


Barnett's Perpetual Income & Growth fees squeezed to 0.6%

21 November 2014 9:16 am | By Michael Berry

Perpetual Income & Growth has screwed down Invesco Perpetual’s management fees by 15 basis points to 0.6 per cent.


VCT firm rebrands from Isis

21 November 2014 8:45 am | By Michael Berry

Isis Capital Partners has changed its name to Living Bridge, shaking off the unfortunate connection with an Islamic militant militia.


Govt waters down HMRC bank account raid powers

21 November 2014 8:43 am | By Sam Macdonald

Chancellor George Osborne has weakened HM Revenue & Customs powers to raid bank accounts for unpaid taxes following an outcry from MPs, banks and charities.

More news



Tony Wickenden: The tax issues when providers collect advice fees

20 November 2014

It is important to consider the tax consequences where a provider pays an adviser on the client’s behalf


Asset allocation: Charles Stanley sticks with UK but shies from retail

20 November 2014 | By Sam Macdonald

With UK equities currently making up 38 per cent of the portfolio, Charles Stanley says its high-conviction approach of 15 UK stocks puts importance on each stock’s performance


Alan Hughes: The lessons to be learned from Sesame 'pay to play' fine

20 November 2014

The lessons to be learned from the regulator’s recent decisions on inducements


Bridging the gender gap

20 November 2014 | By Amanda Newman Smith

Is self-employment the way to bring more women into financial services?


Tony Mudd: Long-term care requires joined-up thinking

20 November 2014

With great responsibility comes the need for collaboration

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The raft of options in brave new pensions world

13 November 2014 | By Amanda Newman Smith

Clients will need help weighing up the pros and cons of their retirement options in the world of pension freedom


How important is yield when it comes to investment trusts?

13 November 2014 | By Sam Macdonald

Last week Oriel Securities published its list of the top 20 investment trusts with a dividend yield in excess of 4 per cent – but how important is yield to advisers?


Paul Kennedy: CGT and the platform sunset clause

6 November 2014

With just over a year to go until the transition, it is worth taking stock of the rules around taxation


Mortgage lenders stand firm on controversial pensions stance

6 November 2014 | By Tessa Norman

Lenders have no plans to change policy on pension contributions despite warning


Asset allocation: ECB fiscal stimulus proves timely for PSigma's Becket

6 November 2014 | By Sam Macdonald

Psigma says the falling valuations in the Eurozone have presented it with a fantastic opportunity as most others shy away from the region’s assets.


Fear of 'lost generation' sparks calls for risk-targeted fund sector

6 November 2014 | By Michael Berry

Risk-rated and risk-targeted funds differ greatly despite their similar ring – even within each side of the debate


Tony Wickenden: Take control of clients' IHT fears

3 November 2014

Trusts are just one answer for IHT clients who do not want to lose control of or access to capital.

More analysis


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MM Wired: What next for auto-enrolment? video

20 November 2014

The final part of our MM: Wired TV sessions discussing auto-enrolment. 

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MM Wired: Auto-enrolment and the SME market video

20 November 2014

The penultimate MM: Wired TV session discussing auto-enrolment. 

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MM Wired: Charging for auto-enrolment advice video

20 November 2014

The second MM: Wired TV session discussing auto-enrolment. 

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MM Wired: Is auto-enrolment at risk of falling over? video

19 November 2014

The first in our series of MM: Wired TV sessions discussing auto-enrolment. 

More videos

In case you missed it...

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Tug of war: FCA clashes with Treasury over sub-£50K drawdown concerns

21 November 2014 | By Samuel Dale

FCA head of investment David Geale says drawdown is “unlikely to be suitable” for pots under £50,000.

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ABI unleashed: Trade body slams lower pensions charge cap as L&G exits

21 November 2014 | By Samuel Dale

ABI lashes out at the “very late” DWP actions on auto-enrolment charges.

Comments (2)


UK abandons challenge on EU bonus cap

21 November 2014 | By Tessa Norman

Challenge was dealt a major blow yesterday by the European Court of Justice. 


FCA chief operating officer quits to become TPR chief exec

20 November 2014 | By Samuel Dale

Lesley Titcomb was instrumental in driving through the mortgage market review.

Comments (2)

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