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Pension reform coming this summer says consultancy

Employee benefit consultants Buck Consultants says the Budget’s lack of action to address the savings gap is a sign real reform in pensions is on its way this summer.

The consultancy is encouraged to find the Government held off from further tinkering in the Budget ahead of the forthcoming reviews by Pickering, Sandler and the Inland Revenue.

It is now hoping the reviews due to report in the summer will take a bold and imaginative approach to regulatory reform.


VAT among the pigeons

Continuing this week with the much misunderstood subject of VAT and financial services, I would like to delve into the murky waters of introducer commission.Last week, I examined the rules for exemption from VAT in respect of intermediary services in connection with financial services products such as insurance and collectives. As I said, the rules […]

Utopia Inns back for more

Utopia Inns is offering a second share subscription in its enterprise investment scheme (EIS). This EIS aims to provide capital growth by developing pubs initially around the M5 area between Birmingham and Bristol and the M25 area towards London.The first share offering in August 2001 raised £750,000, which was used to develop a champagne piano […]

Sarasin gets health conscious

SARASIN SARASIN GLOBAL HEALTH FUND Type: Oeic Aim: Growth by investing in pharmaceuticals, biotechnology and medical technology companies Minimum investment: Lump sum £1,000, monthly £100 Investment split: Pharmaceuticals 40%, biotechnology 30%, medical technology 30% Isa link: Yes Pep transfers: Yes Charges: Initial 5%, annual 1.5% Commission: Initial 3 % Tel: 020 7246 0430 Suitability to […]

Equitable must review cut decision says consultancy

The Equitable Life Board must review its decision to slash the value of pension policies which are approaching maturity as policyholders will need retirement income sooner rather than later says consulting actuary Punter Southall & CO.It is unfair to penalise older policyholders who will need income from their policies soon says Punter Southall principal Caroline […]

William Littlewood “betting that QE won’t work”

Journalist Alexis Xydias interviews Artemis manager William Littlewood about his views on bond, equity and currency markets and the impact of a Greek exit from the EU. With bond yields at “ludicrous” levels, William believes a tipping point for bond markets is sure to come. As a result, his Strategic Assets Fund holds government bond shorts to the tune of 100 per […]


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