In this maelstrom of invective towards bankers, I have to admit to some mixed emotions. Back in the 1980s, a young partner in a national accountancy practice helped me avoid one bad purchase and what would have been a disastrous sale of my firm. We stayed in touch and met up from time to time when he was in town dealing with a major liquidation.
Lincoln Financial Group has removed the £100 annual admin fee on its retirement product Lincoln i2Live.
Dennehy Weller managing director Brian Dennehy says investors are piling into bonds as they face Hobson’s Choice.
The Financial Services Compensation scheme has paid out more than £33m to consumers as a result of claims on failed IFAs over the past financial year.
Amanda wrote recently about those clients who need a little tough love – the ones who arrive at your door knowing how much cover they want and why they want it. What they seldom know is how much cover they actually need, what type of cover they should choose and the range of benefits available in the market. […]
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Lawyers for Sipp firm Carey Pensions have claimed the company did not break conduct of business rules when it set up a Sipp for a client, in a High Court dispute being heard this week. In the case, lorry driver Russell Adams alleges Carey Pensions missold him a Sipp in February 2012, when he was paid […]
When starting a new IFA practice five years ago, I assumed self-employed advisers would be self sufficient in the new business department. We instead focused on research, infrastructure and paraplanning, sales process, chartered status, client communications and so on. But while this was all very laudable, it was a waste of time. As a start-up, […]
Certain arrangements are treated unfavourably under pension tax legislation when compared to DB schemes I want to use my next couple of articles to explore some of the pension tax legislation differences between DB arrangements and other money purchase arrangements. This week, I am going to look at the differences in the way the pension […]