September 2017


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  • Could QROPS rules changes benefit SIPPs?

    5 April 2017

    Nigel Bennett, sales & marketing Director, InvestAcc has a view. The surprise announcement in the Spring Budget surrounding Qualifying Recognised Overseas Pension Schemes (QROPS) has led to many predicting the demise of the overseas pension transfer. This was somewhat of a knee jerk view as there will still be a market for QROPS transfers...

  • Challenges ahead for the SIPP market

    4 April 2017

    Consolidation and polarisiation in the SIPP market is giving paraplanners less choice in where to place client money. We need to maintain choice and innovation, argues Paul Darvill, administration and technical director, Talbot and Muir It is safe to say that there hasn’t really ever been a dull day in pensions, well not since...

  • Two things that are really annoying about the LTA

    29 March 2017

    Pension planning is far from simple particularly as people move from DB to DC schemes, which is where they can be caught out, says AJ Bell’s Mike Morrison. From a pension planning perspective the Lifetime Allowance (LTA) and the Annual Allowance (AA) have moved from complexity to complexity and as I talk to advisers...

  • 13 March 2017: Live web debate on current financial landscape

    10 March 2017

    13 March 2017, from 10am, SimplyBiz Group is hosting a live web debate on the current financial landscape. Participating in the debate are Sir Steve Webb of Royal London, John Lawson of Aviva and Phil Rickards of BM Solutions.  The broadcast, will address major issues currently affecting the investment, pensions, regulation and mortgage markets, as well as...

  • Key facts from the Spring Budget 2017

    8 March 2017

    Highlights from Philip Hammond’s Spring Budget speech. The Chancellor Philip Hammond commended his Budget to the House of Commons as one providing a strong and stable platform for Brexit negotiations, underpinning the “continuing resilience of the UK economy” with growth expected to be higher and borrowing lower than forecast in November and “making Britain...

  • Rachel Vahey of Nucleus declares her Budget wish list

    2 March 2017

    Ahead of the 8 March Spring Budget, Rachel Vahey, product technical manager, Nucleus Financial, says what she would like to see come out of the Chancellor’s briefcase. The last couple of years has been a hot-bed for rumours about the reduction in pensions tax relief for higher-rate taxpayers. But despite the on-going speculation, no...

  • FCA data shows pace of pensions withdrawals may be slowing

    23 February 2017

    Latest FCA data on pension pots accessed by consumers for the first time show a fluctuation in the figures, with an 8% reduction for Q3 2016, which industry commentators are saying may suggest that demand is slowing. However, they add, the Regulator needs to delve deeper on the reasons for withdrawals. FCA quarterly retirement...

  • Making sense of MiFID II

    31 January 2017

    Chris Macdonald, Chief Executive Officer of Brooks Macdonald outlines twelve key areas of MiFID II with which he believes all adviser firms should be familiar As you will be aware, MiFID II provides one of the biggest regulatory challenges the UK wealth management industry has faced in recent years and its implementation will impose...