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HSAM extends commission offer

Hill Samuel Asset Management has extended its offer of a 3.5 per cent initial commission on the Complete Investment Account until December 31.


The CIA is a tax efficient investment that offers maximum use of clients&#39 annual £6,800 capital gains tax allowance with no CGT liabilities for switches within the trust.

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IT firm says IFAs could learn from industry on compliance

Independent Financial Advisors have much to learn about compliance from maunfacturing industry, according to software developer Cincom Systems.Cincom says that its recent IFA workshop left many IFAs surprised that the obligations on industry to provide an audit trail were as onerous as those prescribed by financial services regulators.Cincom&#39s financial services division general manager Ron Cockram, […]

NAPF calls for single pensions regulator

National Association of Pension Funds director general Ann Robinson, today called for the government to set up a single regulatory and taxation regime for pensions.Speaking at the Fabian Society &#39Getting Welfare to Work&#39 conference in Westminster, Robinson said: &#34We need to get rid of complex legislation and reform a tax system which defies belief because […]

Flight calls for annuities at 75 to be abolished

Tory MP Howard Flight is calling on the Government to abolish the compulsory purchase of annuities for people aged 75 and over.He believes the move is necessary because people coming up to 75 are being forced to take out annuities at a time when rates are very low.Flight says: &#34In the current financial climate where […]

Policy Master buys Swift Financial Systems

Policy Master Group is buying specialist life and financial services software writer Swift Financial Systems for £3.15m.Swift launched Swift 5 this year as the first Windows client server product launched in the UK back office support of life and pension business.It can be used for individual client and group schemes, investment portfolio management, time and […]

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Preparing for the changes to the pensions market

As more and more providers start to reveal their stance on the charge cap and removal of commission and active member discount pricing, we thought it would be worthwhile to look at what these are, and the steps businesses should be taking to prepare for this.

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