Suffolk Life is looking to float on Aim with finance director Renata Chester is taking the new role of chief operating officer.
Newcastle Building Society had launched a five-year guaranteed bond offering returns based on 110 per cent of any growth in the Halifax House Price Index. The bond, available within an Isa, Sipp or Ssas, goes live on September 29 but funds invested before then benefit from an interest rate of 4.5 per cent.
This week by Jo Thornhill, personal finance correspondent, The Mail on SundayThe week starts with a frantic search for a case study, a common Monday morning exercise. This time, it is the tricky issue of the child tax credit. Claimants have been receiving renewal packs and the National Audit Office is due to deliver a […]
Some commentators have suggested that the FSA has thrown a spanner in the works by asserting that if advisers seek to deliver all a client’s investments through a single wrap, they must ensure that packaged products are considered from a range of providers in order to be called independent.
IFS head of faculty financial regulation Mark Roberts asks how well intermediaries are placed to cater for the needs of Muslim clients
A report published this morning by the CIPD (CIPD Employee Outlook March 2015) provides yet more interesting data to the changing landscape of retirement planning. It should be remembered that we are in a period of genuine flux here given that the default retirement age was scrapped three years ago, and new pension freedoms come online in April. Both of these alterations will have a huge impact on how employees plan for their retirement.
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Claims management companies must be more specific on separate permissions and competency when they under the remit of the FCA, according to HM Treasury. Under rules proposed in the Treasury’s latest consultation paper, claims management companies will operate under six sectors – housing disrepair, industrial injuries disablement benefit, personal industry, financial products and services, criminal […]
Knowing what assets each operator will accept and with what conditions is becoming increasingly difficult The recent well-publicised events concerning Sipp operator asset acceptance have focused the mind of a number of advisers. We have been fielding enquiries about our own Sipp and the asset classes we as a Sipp operator would consider. But this […]
Investment trust sales may come under pressure due to new EU rules, experts have warned. The potential benefits of gearing on investment trusts risk being overlooked as new cost reporting rules make them look more expensive compared with open-ended funds. Traditionally, closed-ended funds have looked attractive based on lower costs compared with other structures, as […]