Interview with Simply Class’ first adviser, Elliot Silk.
I am open minded, but peer-to-peer lending troubles me and there are a few myths and rumours which need debunking: You do not have to advise on it to be independent While peer-to-peer lending is FCA-regulated it is not a retail investment product, so you do not need to advise on it to remain independent. Should […]
Standard Life UK pensions and savings marketing managing director Stephen Ingledew has left the business and is on gardening leave, Money Marketing can reveal. Ingledew went on gardening leave on 16 August. Standard Life says the company’s marketing management team will continue to lead the team in his absence. Ingledew joined Standard Life in 2007 […]
Lighthouse Group pre-tax interim profits have soared 131 per cent from £470,000 to £829,000 despite a loss of £500,000 in revenues due to the switch-off of trail commission. The group’s revenues fell to £23.78m from £23.94m at the end of June 2015. The results say: “Whilst revenues reduced marginally in comparison with the same period […]
By Kim Jarvis, Canada Life In this article we look at which forms personal representatives (PRs) need to complete and who actually pays the tax. To recap, under current rules, any part of the estate that falls within the available nil-rate band (NRB), currently £325,000, is taxed at zero. Anything in excess of the NRB is […]
By Kim Jarvis, Technical Manager with Canada Life’s ican Technical Services Team. Inheritance tax has been around in some form since 1796. Estate duty dates back to 1894 and over the years this tax has evolved into the inheritance tax (IHT) we know and love today, which was introduced in 1986 as a replacement for […]
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Two company directors have been disqualified for a combined 20 years after running a fine wine investment scam that lost investors nearly £1m. An Insolvency Service investigation found that Crimson Fine Wines cold-called customers and then did not purchase or allocate wines to those who had paid for their investments. The investment scheme offered investors […]
AJ Bell has won a case against a client who wanted his platform fees for the past 14 years reduced. A client, referred to as Mr N, complained to the Pensions Ombudsman that, because he did not have enough information about what fees would be payable, he sold a property holding in his Sipp far […]
National advice firm Foster Denovo has acquired employee benefits consultancy TEBC. The deal brings over 100 corporate client relationships, and Foster Denovo will look to build TEBC’s staff into its own employee benefits division, Secondsight. Foster Denovo says the deal is the first in an acquisition strategy it will be pursuing. Chief executive Roger Brosch […]