The Brexit effect on ex-pat state pensions

Membership of the European Union has been beneficial to British expats retiring to other member states, as they have the same state pension rights as those who reside in the UK. But Brexit inevitably means this situation cannot continue in its present form and the 1.2 million Brits estimated to be living in other EU countries […]

Simon Smallcome

Capital guarantees are too expensive and too safe

Chancellor George Osborne’s Budget announcement in 2014 held the promise of a new world of retirement solutions, giving providers the opportunity to innovate as never before. The tragedy is that providers have not risen to the challenge laid at their door – largely repackaging and renaming what came before. There is a clear need for […]

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Ex-FCA pensions director Poyntz-Wright joins closed-book firm Phoenix

Former FCA long-term savings and pensions director Nick Poyntz-Wright has joined closed book provider Phoenix as a non-executive director. He will sit on the board of the life company, not the group. In March he was also made a non-executive director at annuity specialist Just Retirement. Poyntz-Wright joined the FSA in 2011 after seven years […]

Advisers in the eye of the property storm

Henderson was the first to break ranks. On 27 June, only the second working day following the UK’s decision to leave the EU, the fund group announced it had cut the price of its UK Property fund by 5 per cent due to uncertain property valuations. A week later, Standard Life Investments decided to be […]

Trusts and Taxations

Take a look at the trusts and trustee taxation video – The definition and classification of trusts. Once you’ve viewed the boxset, visit our Test Centre to test your learning and get your CPD certificate. View here


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