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Friends Prov launches updated tax planning tool

Friends Provident is launching an updated version of its Tax and Pension Planning Service financial planning tool.

The new version includes updated carry forward/carry back data, a shortfall calculator for people with personal pensions and an extended help file.

Friends Provident technical services manager Frank Dalley says: “This is a great tool for IFAs to help their clients make the most of their pension tax relief opportunities.”


JPMorgan Fleming Asset Management – Investment Trust Personal Pension Account

Wednesday, 13 June 2001.Type: Individual personal pension.Minimum premium: Lump sum £1,000, monthly £100.Minimum-maximum ages: From birth-74.Fund links: Cash fund, Fleming managed growth, Fleming claverhouse and Fleming overseas.Charges: None.Allocation rates: 100 per cent.Minimum term: One month.Options: Income drawdown.Commission: Initial up to 3 per cent, fund based 0.5 per cent.Tel: 0800 413176.

Flexible whole life continues to decline

Hopes that sales of flexible whole life policies had turned the corner to recovery in 1999 have been dashed this year. Following years of decline, sales figures for flexible whole life policies jumped from 188,000 in 1998 to 202,000 in 1999 according to the Association of British Insurers (ABI). However, in 2000 the fall resumed […]

Ruth Kelly takes over financial services role

The DSS has been replaced by the Department of Work and Pensions as part of a shake-up of the Government by Tony Blair following his second landslide victory. As tipped by Money Marketing, Ruth Kelly has been appointed Treasury economic secretary, the position responsible for financial services. Former incumbent Melanie Johnson has been moved to […]

FSA reveals its regulation by risk regime

The FSA confirmed at this year&#39s PIMS conference that most IFA firms will be in the FSA&#39s lowest-risk category following N2, meaning they will require less attention. After N2, the FSA will bring all IFAs under a new investment firms division and ranked A to D on a risk scale. Firms with a turnover of […]


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