The Chartered Institute of Taxation says the vast amount of detail devoted to restricting pension tax relief is disproportionate given the amount of money involved.
Neptune has called for the Chancellor to revisit the 10 per cent tax credit on equity Isas as their benefit is “largely illusionary” in its current state.
Yorkshire Building Society chief executive Iain Cornish says no decision has been reached after the merger with Chelsea BS on whether to retain both broker brands, Accord Mortgages and Chelsea Intermediary Services. Speaking to Money Marketing, Cornish says Yorkshire would not be looking at further mergers in the foreseeable future as it will be focused […]
Sixty-six per cent of IFAs have taken steps towards gaining QCF level four qualifications during 2009, according to research by NMG.
Aegon UK has appointed Mark Laidlaw as chief risk officer and Bill Robertson as finance director as part of a shake-up of its risk and finance operations.
The rally in cyclical ‘value’ stocks paused for breath in February, as investors took a more cautious tone and switched their attention back to defensive areas. In this article, Jacob de Tusch-Lec, manager of the Artemis Global Income Fund, explains how he has positioned the portfolio, given the many economic, geopolitical and policy risks that […]
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Robo firms’ shortcomings around suitability, fee disclosure and identifying vulnerable clients have been highlighted in findings from an FCA review today. The regulator reviewed seven firms offering online discretionary investment management services and three firms giving automated advice. The FCA says service and fee-related disclosures at most online discretionary investment management firms in its sample […]
Wealth manager Brewin Dolphin has acquired the financial planning and investment assets of Dundee firm Clark Thomson Mortgage Finders. Brewin Dolphin gets 150 clients through the deal. David Hogg, one of the directors of Clark Thomson is set to retire after 35 years in the industry. No staff will move to Brewin Dolphin as part […]
Sesame must compensate a client who complained she was missold a personal pension by one of the network’s former appointed representatives. According to a Financial Ombudsman Service decision, in 2002, Mrs P met with an adviser of a business that was at the time an appointed representative of Sesame. Following this meeting Mrs P agreed […]