The Government collected 3.3bn in inheritance tax revenue in 2005/06 and that could rise to 3.6bn over the current financial year, according to data from Halifax. It says there has been a 49 per cent increase in IHT revenue over the past five years.
SimplyBiz is offering a retirement planning scheme for members which it says will work along similar lines to an annuity. The exit strategy programme, called Stepping Out, will marry retiring members with another member firm that will take over their book of business and its renewals. SimplyBiz will pay members 70 per cent of the […]
WPA is doubling its discount for health and dental plans bought online from 10 per cent to 20 per cent. The discounts apply to premiums quoted for Providential, mini-cashplan and XS health as well as flexible health, flexible health freelance and professional health PMI plans.
My firm’s FSA fees are too high and the reporting structure is impenetrable
Over the past two, three, five and 10 years, UK equity income funds have outperformed UK growth funds and only over the past year have growth funds marginally outperformed the average income fund.
As the Pensions Regulator starts to bare its teeth and the changes mentioned in the Budget and Queen’s Speech start to come into force, it is essential that you understand your scheme and the processes you need to undertake to ensure it remains compliant. Our second re-enrolment guide looks at how to audit the key areas of your auto-enrolment scheme.
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The New Model Business Academy received just over half the Government funding for its apprenticeship programme it was hoping for, which has led to paraplanner and administrator apprenticeships being shelved. NMBA, which is part of the SimplyBiz Group, announced earlier today it is opening applications for its apprenticeship programme this week. In December, it received […]
Platform Alliance Trust Savings must compensate a client after he was unable to make several investments because the online service was down. The client, Mr W, had around £2m in his Sipp fund with ATS. In late June 2016, his advisers tried to make a number of investments into specific funds, however, these did not […]
Last year, Money Marketing took a deep dive into how advisers are remunerated with an extensive reader survey. This year, we’re going even bigger and better, teaming up with recruitment consultancy BWD to bring you the definitive picture on pay. With your help, we hope to decode how qualifications, employment status, geography, gender, job title and other […]