Tisa, the British Bankers Association and the British Societies Association have published guidelines to help consumers understand new rules which allow spouses to inherit Isa allowances. In the 2014 Autumn Statement, Chancellor George Osborne announced Isa assets could be passed on to surviving spouses or civil partners. The rules came into effect on 6 April […]
“I’ll batter him until he picks up the phone” Chartered Insurance Institute director of communications David Ross goes to extreme lengths to force the CII’s head of learning Simon Graham into returning an MM hack’s call. “Who’s Andy?” Aviva press officer struggles to recall former Friends Life chief (and new Aviva UK life boss) Andy […]
HMRC is to change the wording of one of its new tax forms for people reclaiming overpaid tax on pension withdrawals, after confusion over who could use it. Form 55 is to be updated because it currently implies it should only be used if “you’ve only taken one payment and do not intend to take […]
PI insurers are considering exclusions for insistent DB to DC transfers, Money Marketing understands.
Macroeconomic matters are less significant for stockpickers, says fund manager Philip Wolstencroft. The companies in his portfolio are growing reliably and stand at a 20 per cent discount to the market.
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