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The Technical Quiz

To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions.

Tisa launches technology innovation group

Tisa has established an industry-wide group focused on technology innovation in financial services and how it can be used to change consumer behaviour. The group will work closely with Tisa’s other policy councils to determine where technology can be most effective in increasing the level of savings in the UK. The technology innovation council will […]

Curtis Banks launches £85m AIM float

Curtis Banks has begun trading on AIM, with a market capitalisation of £85m. The Sipp provider announced last month it was planning to float on AIM. It has raised £7.5m through the conditional placing of 3.9 million new ordinary shares at a price of 190p per share. Selling shareholders have agreed to sell 7.3 million […]

PFS launches consumer education website

The Personal Finance Society has launched a consumer education website as part a drive to improve its public profile. Yourmoney provides guidance and tools on issues such as planning for retirement, managing debt and saving and investing. It gives tips on how to avoid investment scams, explains the benefits and costs of regulated advice, and […]

Guide

Guide: how to change your auto-enrolment support

As we approach the two-year milestone of auto-enrolment, employers have had the opportunity to truly assess the capabilities of their chosen support. They are also now realising that getting to the staging date was the easy part, and that support is required for almost every aspect of the day to day running of their scheme. With the three-year re-enrolment window coinciding for many with the total removal of commission and Active Member Discounts from pension-related products and services, as well as the introduction of the pension charge cap in April 2015, many employers will have no choice but to review their support options. But, what is involved in transitioning your auto-enrolment scheme away from your current support options? This guide from Johnson Fleming aims to outline some of these key areas and provide information and discussion points on what you need to consider.

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