November 2017
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  • Why we won’t be getting a normal post-election Budget

    20 November 2017

    Matt Phillips, Wealth Management managing director at Thomas Miller Investment, comments on what might be expected from Wednesday’s Budget. “Post-election Budgets tend to be characterised by big sweeping changes which generate lots of income for the government to use ahead of the next election. But this one is bound to be different. Politically, the...

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  • PFS awards finalists announced

    20 November 2017

    The Personal Finance Society has announced the finalists for its 2017 Personal Finance Awards, due to be held on 22 November in London. In the running for Chartered Financial Planner of the Year is Phillip Rose, Group IFA; Gemma Siddle, Eldon Financial and Natalie Wright, Mazars, while the finalists for the Chartered Financial Planning...

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  • CISI warns on FCA Approved Persons Register decision

    19 November 2017

    The Chartered Institute for Securities & Investment (CISI) has warned that the FCA’s decision to abolish the Approved Person’s Register could harm consumers. In response to the FCA’s consultation as to whether the identity of people performing Certification Functions should be made public by the firms who employ them, the CISI cautioned that firms...

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  • Defined benefit transfer values stabilise on Xafinity Index

    19 November 2017

    Defined benefit transfer values remained stable during October after months of volatility, according to Xafinity. Values fluctuated between £229,000 and £234,000. The difference between the maximum and minimum readings of the Xafinity Transfer Value Index was 2.3%. Sankar Mahalingham, head of DB growth at Xafinity (pictured), said: “Transfer values stayed fairly stable during October...

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  • Budget: Possible pensions, tax and investment changes and a wish list

    17 November 2017

    Les Cameron, head of technical at Prudential, considers the key pensions, tax and investment issues the Chancellor could address and adds a wish list of his own. Tax relief A reduction in tax relief and potential removal of the tax-free lump sum are often mooted before budgets but I don’t think the tax-free lump...

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  • Budget viewpoint: Investment tax advantages

    16 November 2017

    All this week the technical experts at Utmost Wealth will be giving us their views of what we might see, or they would like to see, in the Autumn Budget on Wednesday 22 November. Here, Barry Foster, technical sales manager (pictured), believes the EIS and VCT regimes may see changes. Further to the Treasury’s...

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  • iPipeline’s SolutionBuilder integrated with Time4Advice’s Curo

    16 November 2017

    iPipeline has integrated its client-centric portal SolutionBuilder with Time4Advice’s client management system Curo, focused on helping advisers build their protection business. The integration will allow advisers to research and compare both single and multi-benefit protection products on one screen. Paul Yates, product strategy director at iPipeline (pictured), said the partnership demonstrated the role technology...

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  • Enhanced Lifetime Allowance (International) protection and when it may be used

    16 November 2017

    Jenny Ryan, paraplanner with Anderson Anderson & Brown Wealth, flags a rare but useful breed of LTA protection and how she was able to use it to save a client £470,000 of future tax. Lifetime Allowance protection. How often do you have a client that has such concerns? If you’re anything like me, on...

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