Syndicate Asset Management – a strategic investment company seeking to build a fund management firm by consolidating smaller fund managers – is seeking an Aim listing after raising 33m in pre-IPO financing.
Clerical Medical claims it has helped over 2,000 advisers since January when it launched its Advice matters IFA support programme. The firm has run strategic seminars on areas such as professional indemnity insurance, A-Day, achieving growth and profitability and HR issues. The programme of adviser support includes a PI consultancy, business critical – looking at […]
Witan is to donate sharedealing charges on its share plan to a children’s charity in October and November.
Tory leadership candidate Ken Clarke has attacked the FSA, questioning whether the regulator has its costs under control. In a speech to Cass Business School in London, former Chancellor Clarke said there was increasing hostility in the City to the “staggeringly expensive” costs that the FSA creates for the industry. He said this mood has […]
Isis Equity Partners
Baronsmead 3 VCT C Share Issue
Graeme Robb, senior technical manager at Prudential, writes about the residence nil-rate band and the advice opportunities it presents for you when tax year-end planning with your clients. On our Planning Matters hub, we considered a widow, Margaret, and a married couple, John and Anne, for whom the residence nil-rate band (RNRB) is influencing planning […]
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A majority of independent financial advisers think there should be a single rate of tax relief according to this week’s Money Marketing poll. More than 120 advisers took part in the poll with 77 in favour of a single rate of tax relief, 39 against and six undecided. Yellowtail Financial planning managing director Dennis Hall […]
The FCA has issued a warning over ‘commoditised’ defined benefit pension transfers running the risk of unsuitable advice. In a letter sent to advisers holding pension transfer permissions, the regulator reminds planners that a “key area” of its focus is on pension transfers, and that it will later this year be contacting all firms to […]
Problems look set to arise for pension schemes operating relief at source