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Government should push on with pensions simplification, says IMA

The IMA has welcomed the NAO findings and says the Government should push ahead with pension tax simplification as a result.

Chief executive Richard Saunders says: “More than any other proposal currently under discussion, pension tax simplification holds out the prospect for decisive change for the better in the long term savings market and will allow for the development of highly attractive pension products for savers.”


Axa IM appoints two new fixed-income fund managers

Axa Investment Managers has appointed Gareth Isaac and Jamie Grant as fund managers on its fixed-income team. Isaac, who joins from Newton Investment Management, will assume responsibility for running multi-currency and liquidity portfolios while Grant &#45 formerly with the Commonwealth Bank of Australia &#45 will focus on credit derivatives. Both will report to UK head […]

Schroders – Schroder UK Large Cap Fund

Type: Unit trust Aim: Growth by investing in UK large caps Minimum investment: Lump sum £1,000, monthly £50 Investment split:100% in UK large caps Isa link: Yes Pep transfers: Yes Charges: Initial 5.25%, Isa 3.25%, Pep transfers up to 4%, annual 1.5% Commission: Initial 3%, renewal subject to negotiation Tel: 0800 718 777

NAO go-ahead for pension simplification

The National Audit Office says 10,000 people, twice the number estimated by the Treasury, will be caught by the lifetime limit but it has generally vindicated the Government&#39s view that only a tiny minority of people will be affected. The report found that around 10,000 people are likely to be hit by the controversial £1.4m […]

Be top of the reform

The proposals for reforming trust taxation represent an excellent opportunity for advisers to show their key clients and, perhaps more important, their key professional connections such as accountants and solicitors that they are up to date with developments relevant to financial planning in the upper end of the market. They also offer broker consultants a […]


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