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Standard Life cuts free TVAS reports after FCA guidance

Standard Life has decided to cut free transfer value analysis reports for advisers after the FCA expressed concerns they could act as an inducement. In a flagship policy paper on defined benefit transfers on Monday, the regulator noted many market participants had argued free TVAS software offered by providers presented a conflict, given it is […]

The What of Trusts: Gift Trusts(part 1)

Helen O’Hagan, Technical Manager at Prudential looks at the concept of trusts, starting with Gift trusts and why they can be confusing and complex for many advisers. W – why use a gift trust?H – how to set up a gift trustA – access for the settlor and beneficiariesT – taxation of the trust WHY […]

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