Hartford Life has signed up six external asset managers to run funds for inclusion in its Hartford Gold unit-linked investment bond offering. Hartford worked with Old Broad Street Research to pick the managers and has signed up Barclays Global Investors, Fidelity, Invesco Perpetual, Investec, New Star and Schroders. The bond will be sold through IFAs and launches later this year.
A Leicester adviser is complaining to Standard Life that its with-profits communications to customers are confusing and put crucial information on severe penalties in cryptic language.
The Parliamentary Ombudsman has written to members of occupational pension schemes in wind-up pledging to finish the investigation into whether the Government contributed to the downfall by July.
AXA has announces its Protection Account is now available through new distribution partners Burns Anderson and Threesixty services. In addition, it will be available through member firms of Berkeley Berry Birch by the end of March. Axa’s Protection Account is already available from Bankhall, Britannia Building Society, LifeSearch, Millfield, Sesame and Tenet, as well as […]
Octopus Asset Management
Phoenix VCT – C Shares
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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A majority of independent financial advisers think there should be a single rate of tax relief according to this week’s Money Marketing poll. More than 120 advisers took part in the poll with 77 in favour of a single rate of tax relief, 39 against and six undecided. Yellowtail Financial planning managing director Dennis Hall […]
The FCA has issued a warning over ‘commoditised’ defined benefit pension transfers running the risk of unsuitable advice. In a letter sent to advisers holding pension transfer permissions, the regulator reminds planners that a “key area” of its focus is on pension transfers, and that it will later this year be contacting all firms to […]
Problems look set to arise for pension schemes operating relief at source