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Yesterday&#39s budget was not one for savers

Ivesco Perpetual says it is disappointed in yesterday&#39s Budget, claiming it is not a Budget for savers.

Head of distribution Mike Webb says the Budget has offered no new incentives to encourage people to provide for their future and no reassurances about ISAs.

He says: “Investors have nothing to look forward to but the abolition of the 10 per cent tax credit on dividend income from 6 April 2004.”


Ongoing advice pays off with profit boost

Advisory firms with business models based on ongoing holistic advice are far more profitable than those with transactional structures, according to research conducted by Pivotal for Sofa. The survey of 45 Sofa members looked into the differences between firms generating healthy profits and those with average profitability. Most of the successful firms – which earn […]

Tinkering will boost the need for advice

The continual increase in tax complexity by a Chancellor who is an inveterate tinkerer will continue to drive demand by clients for tax and financial planning advice from IFAs. The Chancellor has confirmed his intention to introduce a new retrospective income tax charge on the benefit that people get by having free enjoyment of assets […]

Pension details needed to maximise extra time

The headline news out of the Budget will be that the Government has listened to the industry and realises that time will be required if we are to implement retrospective pension changes properly. It is particularly important that people affected adversely by the changes are able to receive appropriate advice and that pension providers and […]

HSBC – Performance Plus Isa 25

Type: Capital-protected Toisa Aim: Growth linked to the performance of the FTSE 100 index Minimum-maximum investment: £3,000-£9.000 Term: Five years Guarantee: Original capital returned in full regardless of performance of index Return: Up to 100% growth at end of term Closing date: May 7, 2004 Commission: Initial 2% Tel: 0800 181890

Parental leave and pensions

Fiona Hanrahan  – Senior Product Insight and Technical Support Analyst We are often asked how parental leave impacts workplace pension schemes in terms of funding in general, auto enrolment and salary exchange. This article will explain each of these. How does parental leave impact the funding of workplace pension schemes? A member of a defined […]


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