Claire Trott: Heads together for best pension outcomes

Prior to A-day, pension work was a financial planning exercise dealt with by just one profession. There was very little crossover with others in terms of calculations and advice, but since the advent of pension freedoms in 2015, professionals have needed to work together to get the best outcomes for clients. The best bits of […]

Mortgage protection payouts excluded from benefit calculations

The Department for Work & Pensions has confirmed it will exclude protection pay outs that are designed to cover mortgage payments when calculating means-tested benefits. This clarification was sought after significant changes to the benefits system, which has seen support withdrawn for mortgage interest payments at the start of this tax year. From 6 April […]

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FCA warns of fraudulent Alliance Trust Savings clone

The FCA is warning investors about a scam firm pretending to be platform Alliance Trust Savings. The clone firm has been operating under the name Alliance Trust and is using the same address as the authorised firm. According to the FCA, it has been using a false website and email. The FCA warns that scammers […]


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