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Pru adviser under fire over transfer value confusion

Prudential must compensate a customer whose transfer value was significantly reduced after a meeting with an in-house adviser. According to a Financial Ombudsman Service decision, the customer, called Mr L, was told on 2 March 2017 that the transfer value for his pension policy was £141,981. He met with a Prudential adviser, who recommended he […]

Revealed: Fidelity International director investigated over harassment claims

A former Fidelity International female employee is claiming compensation against the asset manager following an alleged case of harassment from senior management, Money Marketing can reveal. The employee, who we will name Mrs A, and who used to be based at one of Fidelity’s offices in India, was sent an employment termination letter on 14 March […]

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Aim-listed advice firm revamps board

Aim-listed advice firm Harwood Wealth Management has made a number of board changes as part of the reorganisation of the business. This is partly driven by the group’s evaluation of how best arrange its internal structure and reporting lines to cope with forthcoming changes to the Senior Managers Regime. Current joint chief executive Neil Dunkley […]

Who pays inheritance tax and how to declare it

By Kim Jarvis, Canada Life In this article we look at which forms personal representatives (PRs) need to complete and who actually pays inheritance tax (IHT).  To recap, under current rules, any part of the estate that falls within the available nil-rate band (NRB), currently £325,000, is taxed at zero. Anything in excess of the NRB […]

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