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R&SA warns of budget threat to potentially tax exempt transfers

Royal & SunAlliance is warning that the Government may close in on potentially tax exempt transfers in next month&#39s budget.


The life office says that &#34all the indications are that key officials are now working on inheritance tax issues&#34.


R&SA technical services consultant Brendan Harper says: &#34There is an extremely strong likelihood that the Government will abolish PETs.&#34


&#34It would be reckless not to take forestalling action in the remaining pre-budget days and weeks – provided of course that one has been planning to act.&#34

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Co-operative Bank seeks 35 IFAs over next three years

Co-operative Bank Financial Advisers is aiming to double its salesforce in the next three years.The independent advisory arm of the The Co-operative Bank is looking to increase the number of financial planning consultants to 90 from 55 by 2001.CBFA says that it wants to double its salesforce because the bank&#39s client base is dominated by […]

L&G launches housebuying pilot scheme

Legal & General is providing 500 homebuyers with seller packs to help prevent them from being gazumped in the house buying process.The life office is hoping the packs which are part of Government proposals to improve the housebuying process will reduce the chances of housebuyers falling into some of the many pitfalls. Sellers taking part […]

NAPF appoints new benefits technical manager

The National Association of Pension Funds has appointed David Astley as benefits technical manager.Astley was Canada Life&#39s benefits technical manager for the last four years.In his new role he will provide assistance to the benefits committee and standing groups and liaise with the DSS and other Government departments.

Norwich Union appoints new head of product marketing

Norwich Union has appointed Lynn Coleman as new head of product marketing. Coleman joins Norwich Union from the Bradford & Bingley Building Society.Life and pensions marketing director Mike Kirch says: &#34We are delighted to welcome Lynn aboard. She brings with her a wealth of experience of the IFA market which will be a real asset […]

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Guide: how to… communicate with your pension members

Effective communication of your pension scheme is a large part of getting auto-enrolment right. Delivering the same message to all employees is not necessarily the way to go. To assist you with the communication of your pension scheme, we have provided some key areas to think about, such as:

  • What to consider when segmenting your workforce
  • How to communicate to pension scheme members at the right time in their member lifecycle
  • What topics you should be discussing with your pension members
  • The new pension freedoms and the importance of communicating them

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