SimplyBiz and wrap provider Lifetime have formed a strategic partnership, with the aim of removing much of the complexity facing advisers and clients.
Sesame has negotiated a 10 per cent average reduction in professional indemnity ins-urance for its members. The deal has been struck with professional indemnity insurance broker Windsor, which already supplies PI cover to the majority of Sesame members. The agreement comes after a 15 per cent reduction last year. Sesame says it expects further cuts […]
Actuarial and pension specialists Wolanski & Co and CheckleyFisher have merged to create Wolanski CheckleyFisher. Both firms specialise in corporate pensions and the combined firm will create a new player in the actuarial market, made up of seven fully-qualified owner-manager actuaries.
The Council of Mortgage Lenders has revealed a drop in remortgages. Data for March shows that remortgaging accounted for 36 per cent or 10.3bn of lending which is 5 per cent less than in February and 10 per cent lower than March 2005. Despite the fluctuations, the CML says remortgaging remains a significant part of […]
West Bromwich Building Society is setting up a separate intermediary arm as it looks to boost business from brokers. West Brom For Intermediaries will be unveiled next week and follows the trend set by Britannia, Portman, Yorkshire and Derbyshire building societies which have all created separate brands for intermediary business. The lender wrote 968m of […]
By Kim Jarvis, Canada Life In this article we look at which forms personal representatives (PRs) need to complete and who actually pays the tax. To recap, under current rules, any part of the estate that falls within the available nil-rate band (NRB), currently £325,000, is taxed at zero. Anything in excess of the NRB is […]
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The Financial Services Compensation Scheme has declared self-invested personal pension operators Stadia Trustees, Brooklands Trustees and Montpelier Pension Administration Services in default. The lifeboat fund has received around 150 claims for compensation relating to the three businesses. Those claims relate to how the businesses set up, operated and administered Sipps through which people invested in […]
The Department for Work and Pensions has confirmed it will not change the pensions triple lock and will explore bolstering the powers of The Pensions Regulator in the forthcoming legislative period. The DWP published its “single departmental plan” yesterday, which sets out five objectives it is working towards over the next four years. It has […]
Sam Seaton talks about how her interest in people affects her approach to technology