It includes the rules so far, and the impact on higher rate tax holders and rental income. The guide says for customers to take advantage of the rules, they need to build up their Sipp funds from now. The free guide will be updated accordingly once the Treasury reveals more information on the pension changes next April.
Premier Mortgage Service managing director John Malone says lenders must adapt products to meet the needs of first-time buyers and first-time sellers.
Structured product innovator Jonathan Fry has unexpectedly quit as joint chief executive of Premier Asset Management.
Standard Life group chief executive Sandy Crombie managed to stick his size 10s in his mouth several times at the firm’s post-AGM press conference last week.
Alexander Forbes Financial Services is offering a white-labelled version of the Standard Life Sipp.
Dr. Andrew Lo, Founder and Chief Investment Strategist at AlphaSimplex, discusses why it is difficult to keep a long-term perspective in short-term markets.
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A High Court judge says the FCA can submit evidence in a case that could shape how Sipp misselling claims are handled in the future. In the case, which started today, lorry driver Russell Adams alleges Carey Pensions missold him a self-invested personal pension. Carey Pensions is accused of using unregulated introducers to invest Adams’s […]
Studies have found funds can be too big or too small to outperform, suggesting size does matter The assessment of whether to invest in a certain fund is a tricky business. Bearing in mind roughly 90 per cent of active funds do not beat their benchmarks over periods longer than 10 years, the odds are […]
The following sorry verse embodies procrastination on a whole new level: “Hello there, my name’s Phil; I rap like a small bear writing a will [diligently]; Estate-planning, ninja-whooping IHT; Shame I’m not as bizzie [urban affectation] with the RLP.” These words were penned in response to my father’s short verse sent to me, after the […]