HBOS is to embark on a multi-million-pound inv- estment drive over the next two years to boost its already dominant position in the intermediary mortgage market. The giant has pledged to pump £10m into improving services for brokers, in addition to its “business as usual” investment. It will be largely spent on improving technology to […]
The figure dwarfs previous estimates, which put the damage to pension schemes, caused by the Chancellor’s decision to remove advanced corporation tax relief from equity dividends in 1997, at 40bn-50bn.
Pension specialist Fiona Tait gives an update on three big announcements from the 2016 Budget – Pensions Advice Allowance (PAA), the Lifetime ISA (LISA) and the pension dashboard. £500 Pensions Advice Allowance What’s new Under current rules it is possible to deduct an adviser charge from a defined contribution pension fund to pay for financial […]
New Leodis Wealth chief executive on supporting clients through the chaos caused by the UK’s exit from the EU The long and tortuous road to Brexit has taken us from a political soap opera to what many regard as a tragedy over the past two-and-a-half years. Whatever drama is yet to unfold, the message that […]
Consulting director at The Lang Cat Steve Nelson talks making sure clients know what they’re buying and the joys of research ahead of his appearance at Money Marketing’s flagship conference. What one word or phrase do you think sums up the state of the financial planning profession today? I’m going to defer to our adviser […]
Directory service Compare The Platform has launched a new tool to calculate exit charges across the market. The calculator will be updated in real time to given an indication of exit costs, but also incentives to switch, for example where platforms offer to pay for part or all of the costs of leaving an adviser’s […]