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NU and HSBC move into PTA market

Norwich Union and HSBC are the latest companies to enter the pension term assurance market. NU has launched life insurance with tax relief and mortgage life insurance with tax relief on level and decreasing terms. HSBC has launched life cover with tax relief and mortgage cover with tax relief.


Key plans move into IHT and annuities

Key Retirement Solutions is planning to buy its way into theinheritance tax planning and annuity markets funded by private equity group Cabot Square, which has bought a 60 per cent stake in the firm. Key is looking for acquisitions to sit alongside its existing equity-release business, which it plans to grow by recruiting 40 new […]

Actuarial firms Wolanski & Co and CheckleyFisher to merge

Actuarial and pension firms Wolanski & Co and CheckleyFisher are to merge to become Wolanski CheckleyFisher.Both firms specialise in corporate pensions and the merged firm will create a new player in the actuarial market with seven fully-qualified and experienced owner-manager actuaries.In addition to providing independent actuarial and consultancy services to employers and trustees of pension […]

Home-grown talent

The success story behind Buckles’ graduate recruitment scheme

Half of FTBs pay stamp duty

Only half of first-time buyers avoid paying stamp duty despite the threshold being more than doubled over the last two Budgets. The Council of Mortgage Lenders found that 50 per cent of first-time buyers and 80 per cent of all people moving pay stamp duty despite Chancellor Gordon Brown raising the threshold from 60,000 to […]

2015: a divergence in economic policy?

As the US continues to confound growth expectations and the eurozone’s ‘will they, won’t they’ saga has finally concluded, what are the implications for global markets? James Dowey, Neptune’s chief economist, puts forward his outlook for 2015 and the key considerations for investors.


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