Those of you who have read any of the political manifestos over the previous weeks may have noticed one glaring omission from all the publications: the subject of welfare reform and the role that income protection could (and probably should) play in this process.
The new dawn of pension freedoms finally emerged from the shadows earlier this month, bringing with it the ability for people aged 55 and over to cash in their pension savings. However, new products have not yet appeared, meaning the options available are largely the same as before – other than the additional ability to […]
A number of advice firms are pursuing Iress for thousands of pounds in refunded fees, after suffering “nightmare” technical problems with its Xplan software. Xplan is an end-to-end system which offers portfolio management, client communication and business management tools. Australian technology provider Iress also owns software programme Adviser Office, following its acquisition of Avelo in […]
Customers transferring to Axa Self Investor will be able to claim up £750 per person to pay any exit fees levied by ceding providers. The offer is open to new and existing investors who submit a transfer request between 1 May 2015 and 31 July 2015. However, claims must be made within 30 days of […]
In the UK, everyone can pass on £325,000 of their estate on death without paying any inheritance tax, and, as of last April, there is an additional amount of £100,000 available (subject to conditions). For a UK domiciled or deemed domiciled individual, any assets over this, wherever in the world they are located, are generally […]
- Top trends
- Top trends
- Paul Lewis: The NI sting depriving 1950s women of their state pensions
- Savers lose nearly half of pension through transferring out
- Aegon wins complaint over forcing transfer client to get advice
- What’s up the chancellor’s sleeve as the Budget nears?
- FCA evidence throws Sipp provider court case into doubt
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