Friday, November 30, 2001.
Chancellor of the Exchequer Gordon Brown has announced a new flat rate and simplified scheme for payment of VAT. Brown says the changes, which will come in from April, will cut form filling. Brown says: “There is a strong case for cash help for small firms to bring their payroll and tax systems online.”
Fidelity has taken issue with Ron Sandler's claim at the recent Aifa dinner that IFA clients are only satisfied with advice because they think it is free.The company says it is hard to believe that customers can have this misconception, given the levels of disclosure by advisers.It also points to evidence of higher satisfaction among […]
Risk-based monitoring has been talked about for some time but how many of us know how it will work in reality?FSA manager (risk assessment, insurance firms) Sean Wastie will be giving a presentation as how it will operate and what it will mean for the profession as well as an overview update of N2.FSA development […]
Investors have just three more days to invest in Newcastle Building Society’s Capital Safe Bond.The Bond, which closes on Friday, offers a 100 per cent capital guarantee over the three year life of the investment. Returns are linked to the FTSE 100, Eurostoxx 50 and Nikkei 225 indices, with investors receiving 85 per cent of […]
According to the Pensions Regulator’s annual commentary and analysis report released this month, 785 potential non-compliance cases were referred for investigation, with 23 auto-enrolment compliance notices issued. And they predict that the use of their statutory powers is only going to increase.
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Advice giant St James’s Place will block access to its investment platform for 10 days while it migrates services to a new provider. SJP tells Money Marketing that the work will affect online service ability for clients between 19 October and 29 October. A spokesman says: “SJP will carry out essential maintenance to our systems as part […]
This summer saw the S&P 500 rule headlines for enjoying the longest-running bull market in history. Yet, as per the old adage, what goes up inevitably comes down, and it is the job of advisers to manage clients’ portfolios accordingly – either directly or via the third-party investment services they use. A crude assumption might […]
There is currently no minimum qualification level, but the majority of advisers think this needs to change The role of the paraplanner is a relatively new one and its definition and responsibilities can differ hugely between firms. According to the Chartered Institute for Securities and Investment, the role can be broken down into four key […]