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Providers criticised over slow investment transfers

Transfers of investments from one provider to another are not being completed as fast as most investors expect they will, according to research by Platforum. Platforum found two thirds of investors expected their transfer to take less than two weeks but only 38 per cent of transfers were actually completed in that time. Just over […]

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Is this the answer to pension freedom withdrawal over-taxation?

The solution to this widespread problem is sitting under HMRC’s nose It is with keen interest I read the comments in the press about the unfairness of HM Revenue & Customs’ approach to taxing pension freedom payments under PAYE. The problem is that it currently taxes such withdrawals on a month 1 basis, which assumes […]

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JP Morgan hires trio of specialists for ETF push

JP Morgan Asset Management has hired three ETF distribution and product specialists as it continues its push into passive investments in Europe. The firm has appointed Olivier Paquier as head of continental Europe ETF distribution. Paquier held similar roles at State Street Global Advisors and Amundi. To lead the distribution in Switzerland the company has […]

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Former Elevate IFA distribution head resurfaces at Sipp provider

Self-invested personal pension provider Curtis Banks has hired former Axa Wealth and Elevate IFA distribution head Dave Stratton as its sales director, as a trading update for the company reports a £4bn increase in assets under administration. Stratton was in charge of moving Elevate to Standard Life, following the acquisition in 2016. According to his […]

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Smith & Williamson confirms ex-Towry chief’s appointment

Smith & Williamson has confirmed former Towry Group chief executive Andrew Fisher has been appointed a non-executive director. Fisher, who was also chief executive of Coutts, succeeds Bob Bogart, who resigned last year. His appointment is effective immediately. Smith & Williamson refused to comment on his appointment when contacted by Money Marketing at the start […]