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Axa calls for pension tax breaks for the young

Axa is calling for improved tax incentives for young people to increase retirement funding amongst those who do not save.

In its response to the pensions Green Paper Axa also attacks the complexity of the state system that comprises basic state pension, state second pension and Pension Credit.

Axa head of pensions marketing Steve Folkard says: “It is naive to think simplification alone will drive up saving. We would like to see more tax breaks at younger ages to encourage a saving culture.”


One in three portfolios not diversified enough, says Invesco

One in three investors admit their portfolio is not diversified enough, according to research commissioned by Invesco Perpetual.The research – conducted by NOP Research Group – reveals that 35 per cent of investors do not believe their portfolios have enough spread. However, just one in four – 26 per cent – intend to make changes […]

Lambeth lets the loan take the strain

Lambeth Building Society is opening its first mortgage shop at the world&#39s busiest railway junction.Its Clapham Junction branch will be open for longer hours than its normal branch operating times, closing at 7pm on weekdays.On Saturdays, potential borrowers can make appointments until late afternoon as the branch will operate flexible hours which it says will […]

Partnership shape

The Millfield Partnership had somewhat unorthodox beginnings.“Millfield was formed out of adversity, really,” says Roger Brosch,sales director and one of the partnership&#39s creators.The founding partners were employees of the French group, GeneralAssurance National, which had been working to build an IFA arm. WhenGan chose to withdraw from British operations and the plans wereshelved, a small […]

&#39Loan paid two years early with offset&#39

Intelligent Finance and Standard Life have produced figures aimed atshowing borrowers the benefits of combining their savings andmortgage.IF says someone with an offset mortgage will on average pay off theirloan two years early.Its figures show that with average house prices currently£125,555, a borrower with savings of £6,219 taking out anoffset mortgage with a loan to […]

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Preparing for the changes to the pensions market

As more and more providers start to reveal their stance on the charge cap and removal of commission and active member discount pricing, we thought it would be worthwhile to look at what these are, and the steps businesses should be taking to prepare for this.


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