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Pension Wise appointments hit record high

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. […]

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Kim North: Where are the TVAS providers?

I always enjoy judging the Money Marketing awards, as I learn about leading businesses and meet new contacts. Last week, we discussed with those shortlisted in the paraplanner category what their involvement with pension transfers is. I was surprised to hear there are so few providers that will offer suitability reports and transfer value analysis […]

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Henderson’s McQuaker exits to join Fidelity

Fidelity International has appointed veteran multi-asset manager Bill McQuaker as portfolio manager in its £30bn multi-asset team. McQuaker was co-head of multi-asset at Henderson Global Investors, including managing the Henderson Diversified Growth fund. He joined the asset manager in 2005 as head of the multi-manager team. At Fidelity he will help in developing the multi-asset portfolios […]

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Paul Lewis: ‘Advice’ monopoly killed the MAS and will harm savers

“Who gives a_____?” Sorry. I’ll rephrase that for a family audience. “Who gives advice?” That is the question the Government is struggling with. And indeed what is advice? And how can we fill the advice gap without actually giving people, er, advice to fill it? In future Citizens Advice, The Pensions Advisory Service, and the […]

Who pays inheritance tax and how to declare it

By Kim Jarvis, Canada Life In this article we look at which forms personal representatives (PRs) need to complete and who actually pays inheritance tax (IHT).  To recap, under current rules, any part of the estate that falls within the available nil-rate band (NRB), currently £325,000, is taxed at zero. Anything in excess of the NRB […]

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