Halifax is calling on the Government to raise the inheritance tax threshold to 430,000 and to make a commitment to link the threshold to house price inflation in the future.
SimplyBiz expects the audit exemption for smaller firms to save IFAs 8m and appointed reps 4m in fees.
Aifa is launching an industry guide to platforms, wraps and the move towards open architecture IT supported business models. This new edition of Viewpoint, sponsored by James Hay, covers all the basic platform and technology issues and is intended to help IFAs adapt to new industry developments. Aifa believes the lack of clear and common […]
Commission Round Table report by Sam Shaw
By James Salmon
This guide from Johnson Fleming will take you through the required communication and also give ideas for additional actions that will ensure your auto-enrolment project is a success. The topics in this guide include: the letters you need to send out; what to send and when; the importance of employee engagement; and what to consider as additional communication.
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The Financial Ombudsman Service has appointed Money and Mental Health Policy Institute vice chair Richard Lloyd to lead an independent review into its complaints handling process. The former Which? executive director has been charged with producing a report into FOS’ practices after a Channel 4 documentary earlier this year suggested a number of failures at […]
Aberdeen Standard Investments has voted against multi-million pound payouts for senior executives at housebuilder Persimmon. Persimmon held its annual general meeting today. There was a huge outcry at the end last year when it emerged the chief executive, chief financial officer and managing director of Persimmon were in line for huge pay packets as a […]
Consideration of non-pensions related tax-advantaged investment is becoming more necessary This week I want to take a look at where things stand in relation to pensions and planning using tax-advantaged investments following the Spring Statement. With the increasing impact of the lifetime and annual allowances, consideration of non-pensions-related tax-advantaged investments is becoming ever more necessary […]