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Danby Bloch: A warning on IHT and pensions

The tax position of pension scheme death benefits now looks very attractive and advisers are understandably getting more excited about the planning possibilities. There is much talk of an estate planning revolution, with wealth cascading down the generations. However, a fully paid-up member of the awkward squad might ask: how confident are we this benign […]

Tom Kean: Confused regulation is holding back advisers

I like to think one of the skills that makes me a decent adviser is the ability to convert complex, illogical and sometimes-opaque notions into bite-sized snippets of information clients might understand. Thirty years in the job has led me to accept, although we live and breathe our subject, that is simply not the case […]

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Legg Mason: UK investors not prepared to pay going rate for advice

Wealthy UK investors are prepared to pay a maximum of £110 an hour for financial advice, a Legg Mason survey shows, 26 per cent less than the average fee charged by advisers in 2014. According to Legg Mason, the cost of advice can range from £75 to £250 per hour, with one poll by unbiased.co.uk […]

Toby Strauss, Scottish Widows

Scottish Widows appoints head of bulk annuities

Scottish Widows has appointed a managing director of bulk annuities and investment strategy as part of a management shake-up. In October Lloyds Banking Group announced Scottish Widows would enter the bulk annuity market. It has now appointed Jeff Sayers, previously insurance divisional risk officer at Lloyds, to lead the proposition. Sayers joined Lloyds in 2013 […]

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