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Tory MP&#39s bill call for annuity reform

Conservative MP Edward Garnier will table a Private Member&#39s Bill this week aimed at reforming the annuity regime. He is calling for all pensioners to buy an annuity by 65 but only big enough for their basic needs and have freedom to spend the rest of their pension pot as they wish.

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Shadow widens over taxpayers

The approach of the end of the tax year provides opportunities for taxpayers to maximise the use of personal allowances, reliefs and exemptions for the current year.Now is also a good time to lay plans for tax reduction over the coming tax year, at least to the extent that the tax rules are not expected […]

Microsoft plans UK version of platform

Microsoft UK is planning a UK version of its US financial services platform MSN Money Professional, which allows IFAs to manage all their client information in one place. Announcing the move at the Adviser.tech conference in Manchester this week, Microsoft says it will also enable investors to view and manage their entire portfolio online.

Strike up the bond

In last week&#39s article, I considered the importance of reinvested income to investment returns. The importance that the market places on the dividend yield from shares has always been evident but now more than ever. If evidence of that was needed, the market response to even a hint that dividends from a leading insurer may […]

Renewal rebate from Chartwell

Investors with Chartwell Investment Management are to get a cash boost this month with the company rebating half of its renewal commission. Chartwell clients or investors who transfer Isas, Peps or unit trusts to the company free of charge get the renewal rebate every March and September. Information packs on the cashback plan can be […]

Indian market rallies as Modi's popularity strengthens

Kunal Desai, manager of the Neptune India Fund, comments on the implications of the BJP’s historic election win in India’s most populous state, Uttar Pradesh. Read the full article here Important Information – for investment professionals only. Not for retail clients.  Investment risks  The Neptune India Fund may have a high volatility rating and past […]

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