Liverpool Victoria is launching an investment bond that allows free switches between three new with-profits funds – cautious, balanced and growth. The All-In-1 investment bond is available for sums between 10,000 and 500,000 and carries an option of a five-year capital preservation guarantee.
Ashley Law has chosen Selestia as its preferred fund supermarket for all its advisers across the UK. Ashley Law follows recent decisions by IFA groups Park Row and SimplyBiz to also use Selestia’s platform. It has 120 registered individuals working out of 70 franchise offices across the UK and says its strategy is more customer-centric […]
What are the arguments in favour of a flat rate of income tax and how likely is it to be adopted in the UK?
US-owned life office The Hartford has put together a with-profits review guide for advisers with clients in the asset class. The Hartford has consistently targeted with-profits money since launching into the UK last year. Its latest with-profits review guide includes key questions and issues to consider, template letters for approaching clients and providers and a […]
Scottish Equitable Protect is making changes to its online protection underwriting service, including single data entry and better commission. The system now allows single data entry, with pre-population of quotation data and gives 10 per cent commission for online applications. The changes go live on October 24 and Scottish Equitable says IFAs will now be […]
The National Association of Pension Funds (NAPF) recently published its 40th annual survey of workplace pensions. The survey looks at both defined benefit and defined contribution schemes.
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Scotland has introduced a new set of income tax bands, but pensions experts warn that the changes could cause issues with pension tax relief calculations. In the Scottish Budget today, the Government announced a new starter rate of 19p and then a 21p rate for those earning over £24,000. The higher rate of tax is […]
The scramble to do as many defined benefit transfers as possible while values remain high is unabated, and I am constantly amazed at how some firms have thrown caution to the wind in the hunt for their share of this – admittedly lucrative – opportunity. The problem is that advisers are putting their profits before […]
The FCA working group tasked with setting a template for fund charge disclosure is considering whether one or multiple templates would be more suitable. The institutional disclosure working group, chaired by transparency champion Chris Sier, has been tasked with creating a new template for fund costs and charges following the package of remedies outlined in […]