Mutual societies are outperforming plc life companies when it comes to with-profits by as much as 26 per cent, according to the latest survey carried out by Investment, Life & Pensions Moneyfacts.
The FSA says intermediary firms should stay out of the equity-release market if they cannot commit significant resources to back a push into this area.Speaking at the Mortgage Business Expo, retail distribution and mortgage team manager Sonja Dullaway said: “Firms must go into the market and commit to doing it properly or stay out and […]
Work and Pensions Secretary John Hutton says that appointing a board of trustees to run personal accounts will be absolutely critical if the scheme is to be a success.
A widower seeking to minimise IHT on his estate would do well to consider a portfolio of Aim shares.
Ambassador of Huddersfield and SimplyBiz chairman Ken Davy will meet the Queen this week when she visits the town’s new Media Centre. Davy will explain the positive impact that the Galpharm Stadium and the partnership between the stadium, the town’s major sporting clubs and Kirklees Council have had on Huddersfield.
By Chris Taylor, head of Japanese Equities, Neptune Abe, having reinforced his political position domestically, will most likely hold off any further major policy enactments until after president Trump has settled into the White House and enacted some of his own. Then a relaunch of the Three Arrows programme is likely, or Abenomics 2.0, including […]
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There are numerous trip hazards with carry forward but more clients will want to be looking at it Many believe the annual allowance will be fair game for the chancellor soon, as one of the least painful and least complex reductions in cost to the Treasury. As such, the need to contribute while clients can and […]
The world is a challenging place for a traditional one-man (or -woman) band Increased regulation and rising costs are leading to a growing number of mid-sized adviser firms. Sole trader and two-handed businesses are becoming rarer as changing rules and client demands present a greater challenge for smaller firms. Between compliance, technology and the implementation […]
Thirty-six months is a short time in pensions. Before April 2015, few could have predicted that compulsory annuitisation would come to an end and the door to full withdrawals would be swung open. As the pension freedoms reach their third birthday, it is worth weighing up the evidence to date. Let’s start with the good […]