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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As someone training to be a cricket umpire, fair play matters to Fortitude Financial Planning director Chris Bowmer. Doing the right thing for clients is something he has adhered to from the start of his career, even in a 1980s sales environment with nothing to gain by delving beyond a client’s surface requirements. While he acknowledges […]
Fund managers who have helped pay compensation over the collapse of life settlement bond provider Keydata will receive a £12m refund, the Financial Services Compensation Scheme has announced. Keydata’s management has been embroiled in a multi-million-pound legal battle with the FCA since it collapsed in 2009. The total bill for compensation stands at more than […]
With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]