Former Prestwood head of marketing Paul Armson has set up his own IFA training and marketing company, Alternative, for lifestyle financial planners.
Cater Allen Private Bank – Capital Guaranteed Growth Plan 5
Eighty per cent of advisers would support Aifa in a legal challenge against the £80m Financial Services Compensation Scheme industry levy, according to an IFA survey.
Ignis Asset Management is looking at launching an absolute return fund as part of a widening of its fixed-income range, Money Marketing understands. It is believed that Ignis intends to offer the plan this summer and it is likely to be run internally rather than through one of the group’s three joint ventures. Ignis has […]
The Financial Services Compensation Scheme has rejected the adviser outcry which accompanied the Keydata levy and has increased the interim levy to £80m to pay for claims relating to Lehman-backed structured product providers. Aifa says it is awaiting legal opinion on the chances of overturning the FSCS’s decision to impose an £80m levy relating to […]
Helen O’Hagan, Technical Manager at Prudential, looks into the planning strategies that can deliver considerable tax savings for your clients. Inheritance tax (IHT) Consider Margaret, featured on our Planning Matters family hub, who is a sprightly eighty year old with four children and several grandchildren. She’s recently been widowed and IHT planning is high on […]
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The Financial Services Compensation Scheme has declared self-invested personal pension operators Stadia Trustees, Brooklands Trustees and Montpelier Pension Administration Services in default. The lifeboat fund has received around 150 claims for compensation relating to the three businesses. Those claims relate to how the businesses set up, operated and administered Sipps through which people invested in […]
The Department for Work and Pensions has confirmed it will not change the pensions triple lock and will explore bolstering the powers of The Pensions Regulator in the forthcoming legislative period. The DWP published its “single departmental plan” yesterday, which sets out five objectives it is working towards over the next four years. It has […]
Sam Seaton talks about how her interest in people affects her approach to technology