More questions than answers from the wonderful world of investment over the last weeks or so – not least, is Hargeave Hale new boy Patrick Evershed now officially the Duracell Bunny of fund management?
With 23 auto-enrolment compliance notices issued by the Pensions Regulator, and an evolving legislative landscape meaning previously compliant schemes may now be in breach of regulation, now is the time to think about auditing your auto-enrolment scheme. Johnson Fleming is hosting a webinar on 9 October at 11:00 on how to audit your scheme to ensure compliance, avoid breaches and fines and overcome data issues.
Seven out of 10 over 55s are not aware that they can enhance an annuity based on health or lifestyle conditions. A nationwide survey of more than 750 people by Hargreaves Lansdown shows that while over half of annuities are eligible for a boost because of health or lifestyle, the majority of retirees are not […]
As lenders face the threat of digital disruption, returning to the advice market could be a way to find new revenue streams The financial services sector is on the hunt for innovation, growth and redevelopment a decade on from the global economic crisis. In the UK, the lasting effects on banks of 2008 through to […]
Inheritance tax receipts have increased to a record £5.4bn in the 2018/19 tax year according to HM Revenue and Customs figures published today. Receipts increased by around £160m in just a year from £5.2bn in 2017/2018 to £5.4bn. HMRC figures show the annual revenue and revenue as a percentage of GDP since 1980/81. It shows […]