The Pensions Ombudsman has ruled Aegon does not have to compensate a customer who complained that the growth of his workplace pension plan did not match the growth detailed in the fund factsheet. In the case Mr A complains that the fund growth detailed in the plan’s fund factsheet does not match the limited growth […]
Legal & General is mulling introducing both more flexible annuity and drawdown products as it looks to expand its product range this year. L&G retail retirement chief executive officer Chris Knight tells Money Marketing that a change in retirement patterns has spurred the provider to discuss new annuity options, saying that these are “part of […]
A majority of independent financial advisers think there should be a single rate of tax relief according to this week’s Money Marketing poll. More than 120 advisers took part in the poll with 77 in favour of a single rate of tax relief, 39 against and six undecided. Yellowtail Financial planning managing director Dennis Hall […]
Five overlooked government credits and allowances advisers should look out for
Sarah Scott – Marketing Consultant “Yesterday I witnessed an accident between a small family car and a huge lorry making deliveries in the city centre.” Luckily everyone walked away, shaken but physically uninjured and I’m sure thanking their lucky stars that the outcome wasn’t considerably worse. Certainly, when you saw the comparative size of the two […]
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