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Tisa appoints Natanje Holt as retirement council chair

The Tax Incentivised Savings Association has appointed Dunstan Thomas managing director Natanje Holt as chair of its Retirement Advisory Council.

Holt replaces former Standard Life head of pensions policy John Lawson, who was recently appointed Aviva head of corporate benefits policy.

Syndaxi managing director Robert Reid has been appointed deputy chair.

The advisory council will attempt to define and agree policies and standards to support platforms and product providers in areas such as pension transfers, RDR compliance and auto-enrolment.

Tisa director of policy Malcolm Small says: “The appointments of both Natanje and Robert to the two most senior positions at TISA’s Retirement Advisory Council will definitely help further bolster this council at a time when there will be much to discuss.”

Holt says: “The council will be involved in defining standards and solutions associated with changes being brought about by the RDR and auto-enrolment. There will be no shortage of issues to work through with this very able and experienced group.”



FSA: Most advisers will not dump mass market clients

Research by the FSA shows the majority of advisers plan to continue advising clients with savings and investments of up to £75,000. The Sunday Times reports a survey by the regulator found that 63 per cent of advisers are looking to retain clients with savings and investments of between £20,000 and £75,000. A further 38 […]

Lighthouse poaches head of training from Sesame

Lighthouse Group has appointed Sesame Bankhall Group principal of the financial adviser school Ian James to become its head of group training. James will take up on the role on 10 December, and will be responsible for developing the Lighthouse Financial Advice academy for new advisers based at the group’s offices in Brighton. James will […]

Lenders expect few execution-only mortgage transactions

Barclays, Aldermore and Virgin Money say they expect execution-only mortgage sales will become a niche area of the market following the mortgage market review. Last month, the FSA published its final MMR rules. During the consultation, the regulator proposed a ban on all non-advised sales where there was any form of “interactive dialogue” between a […]

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Apfa and KPMG launch VAT helpline

The Association of Professional Financial Advisers and KPMG have launched a new VAT helpline which is free to all Apfa members. There has been widespread confusion around HM Revenue and Custom’s VAT rules for post-RDR advice, following contradictory guidance from HMRC and industry bodies. KPMG experts will be on hand to advise Apfa, formerly Aifa, […]

Auto enrolment – so far so good?

Jamie Clark – Business Development Manager The recent report from the Pensions Policy Institute demonstrates the sheer scale of auto-enrolment so far and what we can expect in the future. We’ve pulled out the key information to save you reading the full report. Auto enrolment in numbers Sources: Pensions Policy Institute, The Future Book: Unravelling […]


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