Wednesday, February 27, 2002
Dutch insurance giant Aegon has been criticised by the Dutch government and told to reform the way it constructs its annual accounts.Aegon's unique practice smooths its profits over 30 years, in effect, acting as a giant with-profits fund in the information it gives to investors. It has been attacked for lack of transparency.Aegon is the […]
It is quite a long time since I have seen any articles in the trade press regarding trans-fers of value to a non-UK domiciled spouse for inheritance tax purposes.This is an important subject where relevant as, with the cosmopolitan members of the population of the UK, there are more and more marriages between UK and […]
Premier Fund Managers is launching a new fund which offers an income of 7.5 per cent a year or 42 per cent growth over five years.The Premier UK income & growth plan is linked to the performance of the FTSE 100 Index over the five-year investment period.Investors receive a full return of their original investment […]
So lenders are being “greedy and unfair” again? All lenders are out to rip off the consumer and do so shamelessly?The recent ombudsman ruling on dual pricing has sparked off the usual round of pejorative stories from some sections of the press regarding their great “Satan” – the financial services industry generally and, in this […]
Edenred has partnered with Johnson Fleming to launch an auto-enrolment solution for small to medium-sized enterprises (SME) that will help employers fulfil their pensions obligations.
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Knowledge of how the tax relief rules work for corporate losses will add considerable value to an adviser’s proposition Financial planning tends to focus on situations where there is available capital or income – very possibly created from business profits for SME owner-managers. But sometimes businesses make losses, and an awareness of how the tax […]
Close Brothers Asset Management saw net inflows jump 43 per cent to £1bn year-on-year, from £757m in 2017. The business released its preliminary results for the 12 months to 31 July today. Close Brothers says the strong inflows were delivered by its own advisers and investment managers, as well as third party advisers. Coventry-based Adrian […]
The Financial Ombudsman Service has told Tenet to compensate a client for its failure to give timely advice that resulted in an annual allowance charge of around £14,000. In the ruling, Mr T was a client of Tenet Connect, Tenet’s network of advisers, who found he was under threat of redundancy and made an appointment […]
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