The Lifetime Sipp Company is offering a Sipp which has been designed to move with a client’s changing lifecycle by offering different levels of service and flexibility for different life stages.
Origen’s Michelle Cracknell is joining Skandia as its new strategy director.She will head a dedicated strategy team covering all Skandia’s businesses, with her brief to ensure that the company is well positioned to benefit from regulatory and market-driven developments.Skandia says her function is key to enabling it to continue building its UK and offshore business. […]
Directors at Gissings Advisory Services has completed a management buyout backed by private equity group Dunedin. Pension adviser Gissings Consultancy Services is unaffected.
Rating agencies have confirmed they are looking into whether they will provide a separate rating or tool for liquidity risk, after a grilling from the Treasury Select Committee today.
Skandia says investment bonds still have a place despite the capital gains tax changes made in the pre-Budget report.Head of tax and financial planning Colin Jelley says a simpler CGT regime is a great opportunity for long-term investors. Some people will be better off investing in unit trusts or Oeics if the changes are enacted […]
Those of you who have read any of the political manifestos over the previous weeks may have noticed one glaring omission from all the publications: the subject of welfare reform and the role that income protection could (and probably should) play in this process.
- Top trends
- Top trends
- Pension tax relief in firing line as Hammond mulls ‘intergenerational fairness’ Budget
- Scottish Widows mulls Standard Life corporate pensions book takeover
- Martin Lewis wins claim against PPI chaser that used his image
- How much are advisers charging for pension transfers?
- Zurich: Retail platform is not for sale
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A former St James’s Place adviser has been jailed after defrauding clients of more than £840,000 over three years. Mark Pickering was discovered to have used client money to place bets at Betfair, which the gambling business discovered after checking its records. Pickering ran up a total of £1.1m gambling losses. Judge James Sampson, of […]
Advisers have hit out at the Government’s “obsession” of tinkering with pension tax relief as reports suggest older workers could see their tax relief cut in the upcoming Budget. Chancellor Philip Hammond will make his first Autumn Budget announcement on 22 November. Reports suggest that Hammond is eyeing reforms to promote “intergenerational fairness” in the […]
The panels that advise the FCA have told it that ‘regulatory overload’ is an issue for firms. The regulator has four expert panels that advise the FCA on issues affecting groups including small businesses, markets and consumers. Responding to the annual reports of the panels today, the FCA noted that “regulatory overload” was identified as […]