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MMTV: The financial planning opportunities thrown up by the Budget


The Cofunds Live Budget Review with Technical Connection

In this webinar, Tony Wickenden and John Woolley answer your Budget questions as the industry digests the biggest changes to pension taxation since 1921.

Hear what they have to say on what the Budget means for you and your clients, as they explore the financial planning opportunities thrown up by the “brave new world”.



Aviva and Standard Life cut drawdown minimum investment to £30k

Aviva and Standard Life have cut the minimum investment customers need to have saved to qualify for their income drawdown offerings from £50,000 to £30,000. The changes follows radical reforms announced by Chancellor George Osborne in the Budget yesterday that will allow people to take their entire pension pot as cash from age 55. The new […]


Sesame ‘faces up to legacy issues’ as it posts £19m loss

Sesame Bankhall Group chairman John Cowan says the business is “facing up to legacy issues” after it revealed a pre-tax loss of £19m for 2013. The company was forced into a loss from the £4.3m pre-tax profit it made in 2012. The loss follows a past business review after the advice firm was fined £6m […]


Clive Cowdery and John Tiner to step down from Resolution board

Clive Cowdery and former FSA chief executive John Tiner will step down from the Resolution board later this year. Resolution founder Cowdery and Tiner, who was previously chief executive of the life sector consolidation vehicle, have notified the company they will not stand for re-relection as non-executive directors at the AGM in May. In a […]


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