Brokers believe the pension reforms announced in the Budget could trigger a surge in buy-to-let investment and an increase in the number of borrowers paying down interest-only mortgages. From next April, savers aged 55 and above will be able to withdraw their entire pension pot as a cash lump sum, with the first 25 per […]
Advised and non-advised platforms are set to win big following yesterday’s Budget and the The Platforum expects Assets under Administration on advised platforms to hit £495bn by December 2016. We have also revised up our expectations for the direct to consumer platform market and predict it will hit £270bn by December 2016. Prior to yesterday’s […]
The question: The Smith Jones Financial Planning risk committee was discussing investment and risk profiling – again. It had covered the broad strategy at its previous meeting and now wanted to look at understanding clients’ aims and expectations and how these would relate to the level of risk clients would need to take to achieve […]
Neil Jones is technical support manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. The residential nil-rate band (RNRB) was first announced in […]
Welcome to the fourth instalment of our good life gurus series. We talk to IFA’s Kathryn and Alan Knowles to find out how they got started with an exercise regime and how a healthy lifestyle helps them with work-life balance.
The FCA has announced a project to better understand how its rules affect smaller firms, including financial advisers. The regulator published a note today informing firms that it would soon conduct a survey to specifically identify how FCA rules impact them, to “help ensure FCA cost benefit analyses and judgements of proportionality take account of […]