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.
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Lawyers who represent investors against Berkeley Burke over allegations of mis-sold Sipps estimate more than 1,000 claims could be in the pipeline. The High Court has approved a group litigation order relating to claims against Berkeley Burke Sipp Administration, and those affected have until 23 July 2018 to register to join the group action. It […]
Do not be spooked by recent falls. The bull market has further to run. Stockmarkets have been thriving in the not-too-hot, not-too-cold “Goldilocks” backdrop of the last few years. Growth has been strong enough to boost profits, and inflation low enough to keep central bank policy loose. Recent stockmarket weakness is centred on signs that […]
The FCA continues to engage with the asset management industry on new European regulations as questions remain over how firms should report costs and charges. After over a month since Mifid II and Priips came into force, concerns have been raised on how fund fees, in particular transaction costs, should be calculated under the two […]