The Technical team at Prudential explore the Divorce (Financial Provision) Bill and the impact on financial planning. The Divorce (Financial Provision) Bill passed through its second reading in the House of Lords in January 2017. No date has yet been set for Committee stage but what impact might this Bill have especially in relation to […]
First Actuarial director and British Steel campaigner Henry Tapper has criticised the role of unregulated introducers in encouraging unsuitable defined benefit transfers out of the scheme. Tapper has been heavily involved with Operation Chive, the pro-bono adviser-led initiative to give help and guidance to steelworkers after the British Steel Pension Scheme’s collapse left them vulnerable […]
Zurich has added Utmost Wealth Solutions’ Isle of Man range of offshore investment bonds to its platform. The addition of the Evolution and Estate Planning bond are part of Zurich’s ongoing platform investment. Utmost says that with the recent acquisition of Generali PanEurope – now Utmost PanEurope – it is now the second largest cross-border […]
As platforms continue to struggle with upgrading their systems, analysts are urging AJ Bell to keep its focus on technology ahead of its planned listing. AJ Bell is set to launch an initial public offering of shares on the main market of the London Stock Exchange either later this year or early next. The platform […]
With auto-enrolment (AE) well under way for the UK’s largest businesses, over the next three years an additional 800,000 smaller employers (with less than 60 employees) will start their journey to comply with the legislation. AE mandates all eligible employees and their respective employers to make regular pension contributions into a qualifying pension scheme. To learn more about the legislation read our brief Jelf AEase — simple steps to AE compliance guide.
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