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Advisers split on Sipp opportunity

Money Marketing’s latest online straw poll reveals 54 per cent of advisers believe they are missing out on a huge opportunity by not focusing more on Sipps while 46 per cent disagree.


Unsettling thoughts

AC Eggleton’s letter (Money Marketing, February 22) raises an important issue for those establishing tax planning strategies – transfers between spouses must be genuine gifts. One strategy where particular care needs to be taken is in the use of joint-settlor discounted gift trusts. Where one spouse (or civil partner) in reality provides all the capital […]

Field tables unclaimed assets Bill to help pensioners

Former welfare minister Frank Field has tabled a Private Members Bill calling for a levy on unclaimed assets of banks and building societies to help victims of occupational pension scheme collapses.Field says the Government and parts of the industry have claimed there are limited funds available but he says evidence from Grant Thornton suggests there […]

Investec in DC pension drive

Group completes suite of packaged products as it sets target to boost assets to £10bn.

Nucleus white-labels wrap for Paradigm

Nucleus Financial Group is to white-label its wrap for new IFA support firm Paradigm Partners.The deal, expected to be signed this week, is Nucleus’s first white-label deal and marks a departure from its sole targeting of top-end IFAs.Neither Paradigm nor its advisers will be taking equ-ity stakes in Nucleus.Nucleus has just signed up another two […]

Scheme pays explained

By Fiona Hanrahan, senior product insight and technical support analyst We’ve received lots of queries on scheme pays and when it can be used. This article explains how it works and the conditions which apply. What is ‘scheme pays’? If an individual exceeds the annual allowance (AA) and an AA tax charge is due, they […]


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