I have a paid-up executive pension plan which offers me the potential of taking a substantial amount of tax-free cash. I am actively contributing to other pension policies and am thinking about consolidating the arrangement. Will the new pension legislation have any effect on this?
Last week, I considered the choices that advisers need to make regarding regulatory status approaching D-Day. This week, I will continue to explore the two key components in the overall financial plan – investment management and tax planning.
The ABI has put together new guidelines on handling complaints in a bid to improve the industry’s treatment of consumers. It wants to understand more about why cases end up at the Financial Ombudsman Service and what firms should be doing to handle cases better. It says it has made an effort to get its […]
Different growth cycles require different investment strategies. In this short video, Trevor Greetham, Head of Multi Asset at Royal London Asset Management, explains how he implements this across the RL GMAPs using the Investment Clock. Click here