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Sanlam pulls out of deal to buy stake in Caerus

Sanlam has backed out of plans to acquire a 19.9 per cent stake in Caerus almost a year after the deal was originally agreed, Money Marketing can reveal The South African firm agreed to take a stake in Caerus in June last year, with the deal including a timeline for Sanlam to acquire the advice […]

The savvy consumer

In last year’s FCA thematic review of the mortgage market, one of the key things highlighted was the “savvy consumer”. That’s the client who comes in the door with a very clear idea of what they need and expect you to get them it. They don’t think they need advice, they have after all consulted […]

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HMRC in ‘nightmare’ pensions death tax blunder

HMRC has been forced to suspend death benefit reporting after grieving consumers were incorrectly sent notices demanding tax that was not due. Providers have been told to stop sending reports on payments where beneficiaries receive pension payments tax free because the original customer died before the age of 75. This applies to both annuity and […]

Five ways to invest in the connected world

Smart utility metering; fitness trackers; connected cars; smart factories; precision agriculture: the internet of things encompasses myriad applications. But how do you gain exposure – and profit – from this growing trend, asks Neptune fund manager & CTO Ali Unwin. Read more: Important information Investment risks Neptune funds may have a high historic volatility rating […]

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