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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Latest from Money Marketing
Justin Modray says the RDR will make little difference in the way most advisers are paid.
M&G is merging its Global Leaders fund into the Global Themes fund in the wake of a review resulting from fund manager Aled Smith’s decision to step down. The proposed merger has been approved by the regulator but is still subject to approval from shareholders. The Global Themes fund will continue to be managed by […]
Face-to-face advice still holds a firm place in serving clients, despite an increasing demand for mobile and remote services in adviser practices. Research from consolidator Fairstone from November shows there has been a 10 per cent decrease in the use of face-to-face financial advisers over the past seven years. However, advisers speaking to Money Marketing […]