Stan Russell, head of pensions business development, examines why advisers should be talking to their clients about DB-to-DC transfers, and the factors that need to be considered.
For some time now those interested in inheritance tax planning have been following (and complaining about) the evolution of the legislation on the new residence nil-rate band – strictly, the residence nil-rate amount. The core legislation can be found in the Finance (No.2) Act 2015. The latest swathe (on the downsizing provisions) can be found […]
Over the last seven years you have probably read countless articles and had endless discussions about when the Federal Reserve (Fed) is next going to hike. The chart below shows the Fed Funds rate implied by the market at the beginning of each year since 2010. The Fed did finally edge rates higher in December […]
The last 20 years has seen plenty of regulatory change. Each initiative has expanded the influence, cost and invasiveness of regulators without any demonstrable increase in the protection of consumers. With the number of consumers seeking advice dropping from 23 million to 8 million since the RDR, the Government has tried (and failed) to fill […]
Hargreaves Lansdown is launching a range of in-house, low-cost equity funds in to a bid to step up the dialogue between fund managers and investors. The first in the range, the HL Select UK Shares fund, launches on 1 December and will be run by Steve Clayton. The fund will sit in the IA UK […]
Read more 9amFinancial advisers and solicitors working together Presented by Ian Muirhead, director & chairman at Solicitors for Impartial Advice (SIFA) Listen to Ian’s expert insight and experiences of how financial advisers and solicitors can work together to deliver mutual benefit and enhanced client outcomes. Register here 10am Financial advisers and accountants working together Presented […]
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- Top trends
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Three fund selectors give their views on choosing passive funds, blending, and investor suitability
The youngest ever fellow of the Personal Finance Society has moved to a new advice firm. Vito Faircloth gained the accolade last year at the age of just 22. He became level four qualified in August 2015 before taking additional exams with the professional body. Chief executive Keith Richards described the achievement as “truly remarkable”. […]
Providers are calling on the Work and Pensions Select Committee to tackle the advice gap and tax on pension withdrawals in its review of pension freedoms. The committee said last month it was opening an inquiry into whether the pension freedoms are achieving their objectives and if policy changes are needed. In its submission to […]