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FCA and Treasury to face MPs over advice review

Treasury minister Harriet Baldwin is among the senior policymakers expected to attend two oral evidence sessions of the Work and Pensions select committee next month. Baldwin is set to give evidence on 16 September as part of the committee’s probe into the availability and affordability of financial advice in the aftermath of the introduction of […]

Ros Altmann
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Pensions minister rules out means-tested state pension

Pensions minister Baroness Ros Altmann has ruled out the Government returning an element of means-testing to the state pension, warning it would “undermine” saving. A recent survey of 208 advisers conducted by Aegon found only 4 per cent think the state pension will be in its current form in 30 years’ time. In addition, two […]

Planning now for the residence nil-rate band

Graeme Robb, senior technical manager at Prudential, writes about the residence nil-rate band and the advice opportunities it presents for you when tax year-end planning with your clients. On our Planning Matters hub, we considered a widow, Margaret, and a married couple, John and Anne, for whom the residence nil-rate band (RNRB) is influencing planning […]

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