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  • FCA issues new rules for transfer of assets between platforms

    13 December 2019

    The FCA has published Policy Statement 19/29 the FCA finalised new rulesfor transfer of assets between platforms. The Policy Statement follows on from the consultation paper CP19/12 issued in March 2019, on rule changes that aimed to make it easier for consumers to transfer their assets from one platform to another. The consultation was...

  • Small biz owners must adapt in period of turbulence and change

    4 December 2019

    A quarter of small business owners expect to fail over the next five years amid growing political and economic uncertainty. The ability to adapt to change will be key to survival.  Mounting concerns such as late payments (54%), tax rates for small businesses (44%) and uncertainty around Brexit (44%) have made business owners question...

  • Assessing pensions in social care funding – key pointers and calculations

    3 December 2019

    Bethany Joslyn, technical consultant at AJ Bell, looks at what has become a complex set of rules and a vital area of financial planning Helping clients fund their future care needs is an important part of financial planning. Social care isn’t free, and whilst individuals can ask their local authority for help meeting the...

  • Tory Party manifesto – financial services considerations

    25 November 2019

    The weekend saw the Conservative Party publish its manifesto. Industry commentators highlighted policies which affect financial services. Conservative Prime Minister Boris Johnson has promised to build a strong economy, in which everyone contributes their “fair share” as he launches the party’s 2019 election manifesto. In its 59-page manifesto, the Conservatives have vowed to back...

  • Labour Party manifesto – financial services considerations

    24 November 2019

    As the country prepares to go to the polls on 12 December, the Labour party has published its manifesto, in which it has pledged to build a country where “wealth and power are shared.” Industry commentators have highlighted policies which affect financial services and their potential implications. Pensions-related policies As part of its manifesto, Labour has vowed...

  • Liberal Democrat manifesto – financial services considerations

    24 November 2019

    As the countdown to the General Election gathers pace, the Liberal Democrats have published their manifesto, in which they have pledged to maintain the triple lock and review pensions for the self-employed. Industry commentators have highlighted policies which affect financial services and their potential implications. Pension-related policies Triple lock The triple lock currently guarantees that the state...

  • How Green Party manifesto proposals might affect savers and retirees

    19 November 2019

    Following publication by the Green Party of its election manifesto, Laura Suter, personal finance analyst at AJ Bell, and Tom Selby, senior analyst at AJ Bell, assess how the proposals could impact on people’s incomes and retirement plans. Given the possiblity the next Government will be a coalition comprising a number of the minor...

  • Cathi Harrison: How do we measure value for the client?

    18 November 2019

    When it comes to services and charges who’s to say what constitutes value? asks Cathi Harrison, MD of Apricity Compliance I was on a panel at the Lang Cat DeadX event last week (surely the only financial services event to be held in a crypt and involve vampires?!). The topic for the panel was...

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