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Leap of faith: Providers eye advice offerings to protect market share

Pension providers will have to offer customers advice or risk losing out to their rivals, say experts. In an attempt to offer the mass market an advice option, some providers have linked up with advice businesses and firms offering simplified advice, while others have created their own propositions. LV= will become the latest firm to […]

Curtis Banks launches £85m AIM float

Curtis Banks has begun trading on AIM, with a market capitalisation of £85m. The Sipp provider announced last month it was planning to float on AIM. It has raised £7.5m through the conditional placing of 3.9 million new ordinary shares at a price of 190p per share. Selling shareholders have agreed to sell 7.3 million […]

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Beware the dangers of using pensions for IHT planning

There is little doubt recent legislative changes have laid a couple of golden eggs from money purchase pensions. First, the ability to access funds in retirement with almost unfettered flexibility. Secondly, upon which I shall concentrate, greater flexibility for death benefits coupled with removal of some draconian tax charges. Hitherto, only dependents (in essence, surviving […]

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