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Wells Street Journal: Pension experts escape to the Caribbean

It seems the heat produced by the roll out of the new freedoms is not enough for some pension experts who have swapped mild Blighty for the tropical heat of the Caribbean. Fidelity Worldwide Investment retirement director Alan Higham and LEBC group savings and investment divisional director Glynn Jones are due to fly to Grenada […]

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Is Shell/BG merger a catalyst event or natural market evolution?

The £47bn merger of Royal Dutch Shell with BG Group could be one of the biggest of the past 10 years, with the resulting company having a value of more than £200bn.  If the deal goes through, the combined company would be worth 9 per cent of the FTSE 100 and around 7.5 per cent of […]

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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ISA boost

Helen O’Hagan explores how clients could take advantage of generous limits available at tax year end within their ISA. Due to their tax efficiency it’s well worth your clients taking advantage of the generous limits available each tax year within their ISA to help them build up their savings. The current ISA limit of £20,000 […]

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