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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.

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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.

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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.

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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.

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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.

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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. 

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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

Analysis

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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

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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

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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

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Bridging the gender gap

20 November 2014 | By Amanda Newman Smith

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

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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

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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?

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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

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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

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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.

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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

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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

Videos

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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.

Comments (24)

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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)

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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. 

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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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