The Government has pledged a further 2.5m from the financial inclusion fund to increase the number of debt advisers to 500.
by Sam Shaw
Halifax is calling on the government to raise the inheritance tax threshold to £430,000 and to make a commitment to link the threshold to house price inflation in the future to allow for house price inflation.Research from the lender shows that the combined revenue raised from IHT and the higher rates of stamp duty on […]
Aifa and the ABI have joined forces to publish a guide setting out the respective responsibilities of providers and advisers in the creation, design, delivery and after sale of products.The move follows a recent FSA paper which focused on where the responsibility lies at the fault-line between distributors and providers.Aifa director general Chris Cummings says: […]
by Guy Anker
Do macro headlines create white noise which impacts market prices? Portfolio Manager at Harris Associates, David Herro, discusses how market volatility can create opportunities to buy good business at a discount.
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]