View more on these topics

Old pension tax rules still apply says accountant

There remains one major planning opportunity which enables individuals to make use of the old tax rules despite April 2001 bringing the abolition of the ability to carry forward unused personal pension relief, according to chartered accountants Smith & Williamson. It says individuals who have built up unused relief prior to April 5 2001 can still use it by carrying back pension contributions paid into personal and stakeholder pension schemes in the current tax year, provided the contributions are paid by January 31 2002. These individuals must have sufficient earnings in 2000/01 to absorb the relief.


Action needed to boost stakeholder take-up, ABI pensions head tells Sofa conference

ABI head of pensions Joanne Seagers claimed 80 per cent of employers who must designate stakeholder schemes had already done so, but she admitted work needs to be done to get employees to sign up.Speaking at this week&#39s Society of Financial Advisers conference in Birmingham Seagers said the ABI estimates 300,000 to 350,000 firms must […]

Laundering waste is an indictment of regulation

The correspondence we are starting to receive from product providers regarding the money-laundering regulations under the FSA is a further indictment of:The failure of financial regulation to date.The danger of non-practitioners making regulations.The weakness and failure of the regulated to stand up to the regulators and use that simple word: “Why?” The answer that it […]

Equitable quiz for former directors

The net appears to be closing in on former directors and auditors of Equitable Life, with Equitable&#39s new board taking the first steps towards legal action for redress.Herbert Smith has been investigating events leading up to the society&#39s financial crisis on behalf of Equitable Life&#39s new board and examining the conduct of previous boards, auditors, […]

&#39Shun FSA&#39s half-baked fund tables&#39

Consumers should shun the FSA&#39s “half-baked” comparative tables and use websites that contain full fund information, says Autif director of communications Anne McMeehan.Speaking at the Money Marketing IFA UK conference in London last week, McMeehan said: “Go to the FT website and you will see ratings, past performance, risk and cost-based statistics. Go there for […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm