Over the past couple of weeks I have looked at the impact the dividend and capital gains tax changes will have on trustees. To continue with that theme I thought it might be a good idea to provide a summary of the fundamentals of trustee investment for advisers. If you are to advise trustees on […]
The FCA has banned and fined former insurance brokers Terence Joint and Vroni O’Brien for failings relating to the handling and misapplication of client money. They will pay fines of £10,000 and £20,000, respectively. Joint and Vroni were formerly directors of Joint Aviation Services. The regulator found Joint Aviation had used premiums paid by clients […]
The future of tracker mortgages hangs in the balance pending the outcome of the long-running court case involving landlords challenging rate hikes by West Bromwich Building Society. Whichever side wins, there will be a legal precedent set which will affect whether lenders can raise their interest rates without a rise in Bank of England base […]
The number of face-to-face and telephone appointments delivered by Pension Wise hit a record high in March. According to monthly statistics published by the Government, there were 7,010 appointments over the month, up from 5,916 in February. This represents a 75 per cent increase compared to the service’s first month in operation in April 2015. […]
A major feature of our articles is looking into the Jelf Employee Benefits crystal ball to predict changes and trends that may influence the short and medium term shape of UK employee benefits. By flagging such changes early we aim to provide our followers with the tools to make sensible and informed decisions on their benefits offerings.
- Top trends
News and expert analysis straight to your inboxSign up