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Ian McKenna: Dispatches from Finovate (Day one)

Watching 70 presentations in two days is an exhausting experience, as anyone who has been to Finovate will tell you, but it is well worth it because of the range and diversity of ideas presented. As a regular attendee (this is my tenth Finovate) I have found it is valuable to identify the presentations I […]

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FCA fines Merrill Lynch International £13m over transaction reporting

The FCA has fined Merrill Lynch International £13.3m for transaction reporting failures. The regulator says MLI incorrectly reported over 35 million transactions, and failed to report a further 121,387 transactions between November 2007 and November 2014. The fine is the highest ever imposed by the regulator for transaction reporting failures. The FCA says the size […]

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Ros Altmann confirmed as pensions minister

Prime minister David Cameron has confirmed Ros Altmann is to be pensions minister, days after she told Money Marketing she had turned down the role. Prior to the election Altmann said she would be minister responsible for consumer protection and education. She said she did not want to be pensions minister because she thought she […]

Flexible reversionary trusts and estate planning

The suitability of different estate planning solutions will depend on the individual’s own circumstances, needs and objectives. When considering the different solutions available there is a trade-off between inheritance tax (IHT) efficiency and access. Overall a flexible reversionary trust provides a greater level of flexibility than a discounted gift trust and can offer individuals a […]

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