The Government is under increasing pressure to raise or scrap the £50,000 limit on the Individual Savings Account. The Liberal Democrats say that ISAs will save the Treasury money in lower tax relief while adding to the compliance and regulatory costs of the financial services industry. According to the Liberal Democrats, replacing Peps and Tessas […]
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Having reached my 50th birthday, I was looking forward to winding down my business activities and starting to draw my pension. I had no intention of retiring completely and, in fact, my financial adviser tells me that my pension scheme is not sufficiently funded for me to retire completely. I understand that I cannot, under […]
The IFA Association is fighting the Council of Mortgage Lenders' plans to set up a single industry-owned electronic trading platform. Over 20 lenders are backing CML plans to have a trading system by September for intermediaries who want to process applications electronically. Brokers will have to access the system through one “gateway” controlled by the […]
By Rob Burnett, Neptune’s Head of European Equities The Neptune European Opportunities Fund remains committed to a value bias. We see a broadening array of opportunities in diversified industries at compelling valuations today. The most complicated part of the market is the European banks. We are currently overweight in this sub-sector as many banks are […]
- Top trends
- Top trends
- Pension tax relief in firing line as Hammond mulls ‘intergenerational fairness’ Budget
- Martin Lewis wins claim against PPI chaser that used his image
- Scottish Widows mulls Standard Life corporate pensions book takeover
- The future of Cofunds: What next for a platform titan?
- How much are advisers charging for pension transfers?
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Two company directors have been disqualified for a combined 20 years after running a fine wine investment scam that lost investors nearly £1m. An Insolvency Service investigation found that Crimson Fine Wines cold-called customers and then did not purchase or allocate wines to those who had paid for their investments. The investment scheme offered investors […]
AJ Bell has won a case against a client who wanted his platform fees for the past 14 years reduced. A client, referred to as Mr N, complained to the Pensions Ombudsman that, because he did not have enough information about what fees would be payable, he sold a property holding in his Sipp far […]