Ally Lee

CPD: Personal tax

The latest edition of Newsbrief counts as 1 hour of structured CPD and covers the regulatory and marketplace changes which took place during March 2014. Visit the Money Marketing CPD Centre to answer 10 multiple choice questions and complete this CPD activity. Just click into your CPD Plan and you’ll find each month’s marketplace changes round-up in your activity list.

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CPD Apr Briefing: 15-year time limit on FOS complaints

The latest edition of Newsbrief counts as 1 hour of structured CPD and covers the regulatory and marketplace changes which took place during March 2014. Visit the Money Marketing CPD Centre to answer 10 multiple choice questions and complete this CPD activity. Just click into your CPD Plan and you’ll find each month’s marketplace changes round-up […]

CPD: Financial services regulation and ethics

The latest edition of Newsbrief counts as 1 hour of structured CPD and covers the regulatory and marketplace changes which took place during March 2014. Visit the Money Marketing CPD Centre to answer 10 multiple choice questions and complete this CPD activity. Just click into your CPD Plan and you’ll find each month’s marketplace changes round-up in your activity list.

CPD: Investment principles and risk

The latest edition of Newsbrief counts as 1 hour of structured CPD and covers the regulatory and marketplace changes which took place during March 2014. Visit the Money Marketing CPD Centre to answer 10 multiple choice questions and complete this CPD activity. Just click into your CPD Plan and you’ll find each month’s marketplace changes round-up in your activity list.

CPD: Pensions and retirement planning

The latest edition of Newsbrief counts as 1 hour of structured CPD and covers the regulatory and marketplace changes which took place during March 2014. Visit the Money Marketing CPD Centre to answer 10 multiple choice questions and complete this CPD activity. Just click into your CPD Plan and you’ll find each month’s marketplace changes round-up in your activity list.

CPD: Protection

The latest edition of Newsbrief counts as 1 hour of structured CPD and covers the regulatory and marketplace changes which took place during March 2014. Visit the Money Marketing CPD Centre to answer 10 multiple choice questions and complete this CPD activity. Just click into your CPD Plan and you’ll find each month’s marketplace changes round-up in your activity list.

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What advisers are saying: Soft skills are getting harder

A recent study of three- to five-year-olds showed that reading them stories such as Rupert Bear, where the character is pictured wearing clothes, leads to them acquiring less factual knowledge and reasoning. Scientists say books that portray animals realistically produce more learning and “more accurate biological understanding.” But greater accuracy alone may not add even a […]

Tony Wickenden: GAAR has spoiled the appetite for aggressive tax avoidance

I am writing this a few days ahead of the Budget so I have decided not to address anything too specific in a hopefully successful attempt to write something that will not look too silly at the time of reading. So, what to choose? I know, what about a subject with guaranteed longevity, tax avoidance? You really cannot […]

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MMTV: The financial planning opportunities thrown up by the Budget

​ brightcove.createExperiences(); ​ The Cofunds Live Budget Review with Technical Connection In this webinar, Tony Wickenden and John Woolley answer your Budget questions as the industry digests the biggest changes to pension taxation since 1921. Hear what they have to say on what the Budget means for you and your clients, as they explore the […]