I would like to remind advisory firms they are required to submit a return to the FCA at the end of each quarter if there have been any changes to retail investment advisers registered with them. This needs to be submitted within 20 business days of the end of the quarter. Firms will need to […]
David has been to see a potential new client about pensions. Paul was a friend of an existing client but took the view pensions were an easy subject. He was somewhat reluctantly seeing David, as it had been suggested he could do with some specific advice, particularly around death benefits and inheritance tax. Paul was […]
The lifetime allowance is a contentious subject; many like me feel it is unfair to test benefits as they are paid in and when they are paid out. You cannot and really should not try and limit the growth of your pension fund, so the lifetime allowance charge is unfair and is just an easy […]
Advisers studying for professional exams often find it difficult to find the time to revise, keep up their day job and maintain some sort of home life. For some it makes sense to study on the move, making full use of time that would otherwise be wasted, such as the train journey home or on […]
Just a quick post to alert our followers to the fact that the new Fit for Work service is – according to the rollout map – now available in all geographical areas of England and Wales.
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