February 2019
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  • 3 tips for women pitching business ideas

    21 February 2019

    Treasury has announced that only 1p out of every £1 of venture capital funding goes to entirely women-led start-ups, while currently only 14% of business angel investors in the UK are women. Jenny Tooth, CEO of the UK Business Angels Association provides three tips on how women can turn that around. It’s an old trope:...

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  • Bonds – an asset class that ‘masks a lot of danger’

    21 February 2019

    Seven Investment Management (7IM) is warning investors that the chance of a bond catastrophe remains worryingly high, particularly to cautious investors, as interest rate rises are set to continue.  The Investment Management team at 7IM said it has protected portfolios through holding fewer bonds in recent years as they would rather give up the...

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  • Court ruling could see LTA fixed protection rules breached unintentionally

    20 February 2019

    As many as 100,000 savers could face an expected high tax bill following a tiny uplift to their pension, Royal London has warned.  In a Freedom of Information reply supplied to Royal London, over 100,000 people have secured “Fixed Protection” against past cuts in the Lifetime Allowance for tax relief purposes. When the lifetime...

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  • Legal & General launches client applications tracker

    20 February 2019

    Legal & General has launched Track My Apps, a new system that allows adviser firms to monitor the progress of client applications for the assurer’s retirement income range of products from fixed term annuities to lifetime annuities. The tracking service, the first of its kind in the market, comes from industry FinTech company Origo...

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  • What chance for a positive review of frozen state pensions?

    19 February 2019

    A review of the policy surrounding state pension payouts for individuals living abroad is unlikely, according to industry experts, as the latest figures from the Department for Work and Pensions showed over half a million are not benefiting from the ‘triple-lock’. Currently, the majority of pensioners living in the UK have their state pension...

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Latest Development

Tax and trusts: Sideways inheritance

The incidence of divorce and re-marriage amongst baby-boomers can...

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2019 Technical Insight Seminars – Dates and Venues Announced – SIGN UP NOW

Following on from the success of our 2018 series of seminars where over 600 paraplanners attended across 11 events,...

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