October 2016


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  • Tom-Selby-White

    Pension scam fraud larger than estimated

    25 October 2016

    Latest figures from City of London Police show a year-on-year spike in fraud reports post pensions freedoms, says Tom Selby, senior analyst at AJ Bell. Fraud losses in the period following the introduction of pension freedoms could be a quarter higher than initial estimates, recent figures we have obtained from City of London Police...

  • Rayner Anthony - Miton

    Has political risk taken centre stage?

    24 October 2016

    Have we entered a new chapter where politics and direct government intervention will have a greater affect on the real economy than central bank policies? Anthony Rayner, manager of Miton’s multi-asset fund range comments. In early October the pound plunged sharply, albeit only for a matter of minutes during Asian trading, before quickly recovering...

  • Benjamin-Fabi

    Pointers: Creating Suitability Reports for DB transfers 

    24 October 2016

    In our third pointers article on DB pension transfers, we report on the discussion at the recent Powwow on how paraplanners construct Suitability Reports for these pensions transfers. In the discussion lead by Benjamin Fabi, paraplanner with Jones Sheridan Financial Consulting, paraplanners said that on average their suitability reports for DB transfers were 30 to...

  • banner-marcia-tech-connection-cutout

    Technical Connection speaker confirmed for our Bristol Seminar

    20 October 2016

    IHT specialist will provide insight and get under the bonnet of the residence nil rate band, which comes in from April 2017. We are delighted to confirm that our plenary speaker at our Bristol Technical Insight Seminar will be Technical Connection’s Marcia Banner. Marcia will be looking at key inheritance tax changes, focussing on the...

  • Andy Bell- A J Bell

    AJ Bell calls for 10-year ‘no change’ guarantee on pensions tax

    20 October 2016

    AJ Bell is calling on the Government to establish a new independent Pensions Tax Commission and give a 10 year ‘no-change’ guarantee as part of a long-term drive to simplify and stabilise the UK savings system. AJ Bell chief executive Andy Bell has written to Chancellor Philip Hammond and Pensions Minister Richard Harrington calling...


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Pointers: Creating Suitability Reports for DB transfers

In our third pointers article on DB pension transfers,...

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Limited places for Bristol Technical Insight Seminar 9th November

9 November 2016

With around 4 weeks to go before our Technical Insight Seminar Bristol at Aztec Hotel, Almondsbury, Bristol BS32 4TS,...

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