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Hargreaves adds trackers to Wealth 150 Plus for first time

Hargreaves Lansdown has moved 13 index tracker funds into its Wealth 150 Plus list to help investors compare them with active funds across different sectors. The move marks the first time passive funds are part of the list since its creation in 2003. The funds have until now been included on the firm’s Core Tracker […]

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Robert Reid: Experts are blind to real advice issues

Research recently published by Citizens Advice on pension freedoms showed that of those who didn’t spend the funds they realised, 29 per cent of them put the proceeds in their bank account. In addition, 9 per cent of people had unforeseen tax problems such as tax deductions they weren’t expecting, rising to 30 per cent […]

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Govt to pay Lifetime Isa bonus monthly

The Treasury has announced the Lifetime Isa government bonus will be paid monthly rather than at the end of the tax year. The Treasury published its Savings (Government Contributions) Bill earlier this month, which sets out in legislation how the Lifetime Isa will work in practice. In a technical update released today, the Treasury says: […]

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