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FSA appoints FSCP vice-chairman

The FSA has appointed Kay Blair as vice-chairman of the Financial Services Consumer Panel, succeeding Adam Phillips, who became chairman in July.

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Mann urges rethink on phasing in RDR

Skandia chief development officer Peter Mann is calling for the RDR to be phased in between 2012 and 2014. Speaking to Money Marketing at the Honister Capital conference in Brighton last week, Mann said the timescale for the RDR does not “feel right” and is suggesting that the FSA pushes back the phasing-in period so […]

Tax allowances and exemptions

Helen O’Hagan, Technical Manager at Prudential, looks into the planning strategies that can deliver considerable tax savings for your clients. Inheritance tax (IHT) Consider Margaret, featured on our Planning Matters family hub, who is a sprightly eighty year old with four children and several grandchildren. She’s recently been widowed and IHT planning is high on […]

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