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Merrill raises stakeholder awareness

Merrill Lynch Investment Managers is launching a technology-based stakeholder education campaign for investors.

Merrill says the on-line technology is designed to raise stakeholder awareness through interactive education and is developing a state of the art website for potential scheme members.

Merrill managing director Sarah Aitken says: “Raising awareness about the imminent arrival of stakeholder pension is critical to the entire stakeholder project. There is no better way to do this than to harness technology to engage the individual and increase appreciation about the importance of pension planning.”


ScotLife has transfer goal

Scottish Life is off ering a business sol utions pack to help IFAs make the most of the opportunities in the pension trans fer market.The company estimates the pension transfer market is worth £1.9bn and the Transfer to the Winning Team pack is designed to give IFAs guidance on targeting the market.The pack inc ludes […]

Painless extraction

Last week, I started to look at advising owner/managers on building and extracting value from their companies. In the context of extraction, I spent some time looking at the national minimum wage implications for company directors.Moving on from this minimum, so to speak, much has been written on the subject of maximum tax-efficient extraction of […]

Friends Ivory & Sime

Friends Ivory & Sime has followed up its AiM venture capital trust with the Aim VCT2 The AiM VCT 2 is aiming for long-term capital growth and will invest in around 50 companies listed on the Alternative Investment Market. These companies will be developing UK companies in the technology sector and related areas such as […]

Big brother is listening

Nigel BrainOperations director, OPAL ConsultantsHow many times have you been at work and used the telephone, email or the internet for personal reasons? Anything from booking your car in for a service to conducting an affair? How would you feel if your employer was listening in or recording you?Should the employer be able to do […]

Inheritance Tax, a tax on the wealthy? Urban myth or fact?

By Kim Jarvis, Technical Manager with Canada Life’s ican Technical Services Team. Inheritance tax has been around in some form since 1796. Estate duty dates back to 1894 and over the years this tax has evolved into the inheritance tax (IHT) we know and love today, which was introduced in 1986 as a replacement for […]


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