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DB transfer values drop in April

Defined benefit pension transfer values fell during April, according to the Xafinity transfer value index. The index was £235,000 at the end of March and £232,000 at the end of April. The difference between the maximum and minimum readings of the index of April was £6,700, or around 2.9 per cent. Xafinity Punter Southall DB […]

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Standard Life Aberdeen fights back against Lloyds’ asset pull

Standard Life Aberdeen has hit back against Lloyds terminating investment management arrangements worth £109bn, saying the merged company is not in competition with the bank. In February, the Scottish Widows Investment Partnership assets were pulled because Lloyds saw Standard Life as a rival. In a stock exchange update today, Standard Life Aberdeen says it and […]

When and how chargeable gains are taxed

You may have clients holding UK and international bonds, both of which are subject to income tax under the chargeable events regime. With an international bond, investors benefit from growth that is largely free of tax as no UK tax is imposed on the income and gains in the underlying funds. However, under a UK […]

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