A weekly account of the curious goings-on in the world of financial services
HM Revenue and Customs has repaid just over £36m to people who withdrew part of their pension but were overcharged on their tax bills in the last quarter. Nearly ten per cent of those taking a flexible payment from their pension between July and September made a reclaim, with the average amount coming in at […]
My five years are up. Up until now I have been submitting relevant CPD every year but now I am having to completely reapply for my Later Life Adviser Accreditation with the Society of Later Life Advisers. That means getting a lot of ducks in a row for the submission and this week is the […]
AJ Bell has hired Kevin Doran as its chief investment officer and Matthew Brennan as fixed income fund manager as it eyes further fund launches. Doran was chief investment officer at Brown Shipley until June 2016 and more recently the group head of research and strategy at its parent company KBL European Private Banking. He will […]
By Chris Taylor, Investment Director, Head of Research Neptune is excited to announce the launch of the Japan Institutional Fund on 22 June, having disclosed to the market in March its intention to offer the product. The Fund will be managed by the highly-regarded Chris Taylor, Head of Research and manager of the long-running Japan Opportunities Fund. It will invest in the same underlying stocks as the Japan […]
- Top trends
- Top trends
- Equitable Life sale to bring windfall for policyholders
- Paul Lewis: Financial advisers and journalists are one and the same
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
- How much are advisers charging for pension transfers?
- Who were the winners at the Money Marketing Awards?
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