Recommended

Kellard Mike Axa Wealth 700x450

Record inflows push Axa Elevate to £10bn

Record new money in March has helped push Axa Elevate’s funds under management to £10bn, Axa Wealth’s quarterly results show. The platform saw £534m of new assets in the first quarter of 2015, with funds under management rising 26 per cent year-on-year, from £7.9bn in 2014 to £10bn. An 8 per cent increase in pension […]

Ballot-Box-Vote-700.jpg

Election 2015: What are the key manifesto pledges affecting advisers?

With the general election now only weeks away, Money Marketing assesses the manifesto pledges affecting advisers and their clients. Tax While cracking down on tax evasion and aggressive avoidance has proved popular territory for all the major parties, several are also seeking to ameliorate the tax loads of voters. The Conservatives have promised to raise […]

Simon-Collins-MM-Peach-350.jpg

Simon Collins: Is your conduct risk strategy up to scratch?

There is nothing like an election to concentrate the mind on what our esteemed politicians believe we need to be thinking about for the future. Whether it is the economy or the NHS, defence or education, the smart money seems to be on a coalition again, it is just the permutations of who will court […]

How tax relief changes will hit pension contributions

The highest earners in the country would lose out more on pensions tax relief under the Conservatives than the Liberal Democrats. Each of the major parties has indicated cutting the tax relief on higher earners following the general election. Scenarios modelled by Fidelity Worldwide Investment show someone earning £250,000 a year and making gross pension […]

Pensions-savings-retirement-piggy bank

Defined benefit schemes: Part 2

Justin Corliss, business development manager In defined benefit (DB) schemes part 1, we looked at recent guidance aimed at DB scheme trustees and sponsors. In part 2 we will look at guidance available to pension transfer specialists (PTS). In the first instance, PTS should familiarise themselves with COBS 19. All guidance below is designed to […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment