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Leap of faith: Providers eye advice offerings to protect market share

Pension providers will have to offer customers advice or risk losing out to their rivals, say experts. In an attempt to offer the mass market an advice option, some providers have linked up with advice businesses and firms offering simplified advice, while others have created their own propositions. LV= will become the latest firm to […]

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Stephanie Flanders: A market to buck global equity trends

Some countries look better than others in today’s global bull market. For example, Europe may suffer from market jitters at the possibility of a Greek debt default and US equities are facing the twin headwinds of a higher dollar and pressure on margins. By comparison, Japanese equities are unlikely to be buffeted in the same […]

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LifeSearch renews contract with MoneySupermarket

LifeSearch has renewed its contract with MoneySupermarket.com to provide protection advice to customers of the comparison site. The specialist protection intermediary has had an agreement with MoneySupermarket.com since January 2013. It declined to say how long the new contract is for. LifeSearch chief executive Tom Baigrie says: “We are delighted that our partnership with MoneySupermarket is […]

Phil Young

My beautiful career: Phil Young

What was your first job in financial services? I worked for a small consultancy business in Macclesfield, mainly focusing on compliance. It wasn’t always fun but I learned a lot about what good looks like. Describe your current role. I am managing director of threesixty. I spend most of my time talking to advisers, figuring […]

Inheritance tax and estate planning – exemptions and reliefs

By Kim Jarvis, technical manager with Canada Life’s ican Technical Services Team In this article we look at the main exemptions and reliefs that are available on death. Within the article, spouse also means civil partner.   Nil-rate band Under current rules, any part of the estate that falls within the available nil-rate band (NRB), […]

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