Adviser to pay £10k to former boss for stealing client data

An adviser has been ordered to pay £10,000 to his former employer after he stole client data to approach investors about transferring to his rival firm. The Exeter Express & Echo reports Stephen Wales used a flash drive to download the client database of his former firm, Torquay-based Pension Drawdown Company. Wales had worked for […]

Steve Bee: Why the Lifetime Isa is plain crazy

The Lifetime Isa will offer people under the age of 40 an alternative pension system. To me that seems just plain crazy. I am very concerned about the destabilising effect an alternative pension system will have on the rollout of automatic enrolment. It seems incredible to me the Government would even consider providing an alternative […]

Danby Bloch

Danby Bloch: Dividend, salary or bonus?

The new tax year saw the introduction of the new dividend tax. The regime is squarely aimed at shareholder directors who have hitherto made dividend payments the standard way to take money out of a company without paying National Insurance contributions. The savings were very considerable. Now, taking dividends rather than salary or bonuses out […]

Trevor Greetham – Investment Clock

Trevor Greetham, Head of Multi Asset at Royal London Asset Management, presents his latest video update, sharing his current views and the positioning of our multi-asset funds. Watch the video here Download The value of investments and the income from them is not guaranteed and may go down as well as up and investors may […]


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