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Investment
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Adviser guide to social impact investing launched after industry-led review

The Personal Finance Society has launched a guide for advisers on social impact investing, in light of recommendations to government from an advisory group. The guide was put together by the PFS, with the support of the government’s independent advisory group on social impact investing and the Department for Digital, Media, Culture and Sport. The […]

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Advisers warned not to fall foul of HMRC tax avoidance ‘enabler’ rules

HM Revenue & Customs has outlined when advisers will be considered “enablers” of tax avoidance, following government plans announced two years ago to fine those promoting avoidance schemes. In 2016, a consultation from HMRC set out plans to clamp down on advisers in its list of “tax avoidance enablers”. HMRC included advisers within its proposed definition of […]

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Billy Burrows: Advice wins every time

Why go to a non-advised broker when you can get expert advice for half the price? It has been 16 months since I started advising clients again after a break of four years. Obviously, much has changed since pension freedoms, not least that annuities are less popular and drawdown has become the new default at […]

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Defined benefit schemes: Part 2

Justin Corliss, business development manager In defined benefit (DB) schemes part 1, we looked at recent guidance aimed at DB scheme trustees and sponsors. In part 2 we will look at guidance available to pension transfer specialists (PTS). In the first instance, PTS should familiarise themselves with COBS 19. All guidance below is designed to […]

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