Royal Bank of Scotland is holding a swanky dinner for the glitterati of the national personal finance press and, like all good hosts, has been checking whether its guests have any special dietary requirements.Among the common requests for vegetarian food was a more esoteric instruction from the BBC’s Andrew Verity. “No beetroot,” his reply screamed, displaying a deep hatred for the purple root vegetable. Good job he isn’t Eastern European correspondent.l More worthy pursuits from the industry this week as BM Solutions, perhaps somewhat ironically, launches a joint venture with homeless charity Shelter. The two are looking to raise 350,000 through donations of 2.50 for every mortgage completed. They are also arranging a number of fundraising events, including a footie match.
An IFA firm has described its disappointment at the “unhelpful” and “irrational” nature of the FSA in refusing to vet its disclosure documents to confirm compliance.
IFA dealmaker Paul Johnston has been appointed managing director of Punter Southall Financial Management with the role of expanding the business.
Any discussion between those born in Yorkshire or Scotland will include a lot of good banter. Typically, both accuse the other of, shall we say, being similar in their outlook towards their personal finances.
IFAs must warn their clients of the threat of inheritance tax on supposed tax-free savings vehicles, cautions Scottish Equitable International.
By Chris Taylor, Manager of the Neptune Japan Opportunities Fund H1 2014 Economy: after a harsh winter that slowed activity in the economy, the main event of the first half of the year has been the debate over what impact the 1 April VAT hike from five to eight per cent would have; we are […]
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The Financial Ombudsman Service will be reviewed by an independent person following claims of poor staff training and alleged biases in its decisions that were exposed in a recent Channel 4 investigation. Treasury Committee chair Nicky Morgan wrote to FOS chief executive Caroline Wayman on 13 March asking for more information about the findings of […]
There are numerous trip hazards with carry forward but more clients will want to be looking at it Many believe the annual allowance will be fair game for the chancellor soon, as one of the least painful and least complex reductions in cost to the Treasury. As such, the need to contribute while clients can and […]
The world is a challenging place for a traditional one-man (or -woman) band Increased regulation and rising costs are leading to a growing number of mid-sized adviser firms. Sole trader and two-handed businesses are becoming rarer as changing rules and client demands present a greater challenge for smaller firms. Between compliance, technology and the implementation […]