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Parental leave and pensions

Fiona Hanrahan  – Senior Product Insight and Technical Support Analyst We are often asked how parental leave impacts workplace pension schemes in terms of funding in general, auto enrolment and salary exchange. This article will explain each of these. How does parental leave impact the funding of workplace pension schemes? A member of a defined […]

Robert Reid: Can Godfrey’s People’s Trust deliver?

The news former Investment Association chief executive Daniel Godfrey is going into direct competition with the groups that did not support his wish for transparency is something to be watched with interest. I have to say, the £100,000 being raised to kick-start the development of his new investment company The People’s Trust looks inadequate. I […]

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We should have seen Trump and Brexit coming

So here we are. In just two months time the world will be watching the inauguration of President Donald J Trump. While it is safe to say not everyone welcomed the outcome of the US election with open arms, politicians and us mere mortals are beginning to, at the very least, come to terms with […]

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Why your advice firm should consider branding itself a wealth manager

I was recently having a chat with a friend who runs his own accountancy practice. He is quite a progressive accountant and likes advising clients on how to run their businesses more efficiently, including using cashflow forecasting. The problem is he is a victim of his own success: once he transforms their record keeping his firm’s fees […]

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Defined benefit schemes: Part 2

Justin Corliss, business development manager In defined benefit (DB) schemes part 1, we looked at recent guidance aimed at DB scheme trustees and sponsors. In part 2 we will look at guidance available to pension transfer specialists (PTS). In the first instance, PTS should familiarise themselves with COBS 19. All guidance below is designed to […]

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