Advisers call for overhaul of FOS complaints reporting

Advisers are putting pressure on the Financial Ombudsman Service to report its complaints data differently in an effort to stop the same large firms coming out on top. The FOS reported its six-monthly complaints data last week, with large advice firms Sesame, Openwork, St James’s Place, Positive Solutions and Hargreaves Lansdown listed in the top five. […]


Govt urged to make sellers pay stamp duty

Yorkshire Building Society is urging the Government to reform stamp duty and make it paid by sellers, not buyers. The lender says this would help affordability for first-time buyers and save those in England, Wales and Ireland an average £3,791, with Londoners saving £13,171. Yorkshire will send a formal submission to the Government today on […]


Standard Life adviser head passes away

Standard Life head of adviser engagement Ian Mobley has passed away following a cancer diagnosis last year. He passed away on 21 August, aged 52. During his eight years at Standard Life he held a number of positions working with advisers to help build their advice propositions with clients. Colleagues and advisers knew him for […]

Nobody expects the Spanish Inquisition

Paul Fidell, Head of Business Development (Investments), writes about one of the primary challenges for those involved in estate planning. He looks at dealing with investment uncertainty in these low growth, low inflation but still volatile investment conditions. Protection of capital, to leave something for beneficiaries, is a fundamental objective of many people’s plans for […]

HMRC helping to remove artificial gains

An investment bond offers investors certain tax advantages, one of which is the ability to take partial surrenders from the investment. This facility allows the policyholder to withdraw amounts up to 5% of the amount invested each policy year on a tax deferred basis, without incurring any immediate tax liability. This tax deferred allowance can […]


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