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  • Exam refresher: Using a SIPP to Buy Property

    25 June 2020

    Small business owners with pension plans may be attracted to the idea of using their fund to buy a property to run their business from. This is also a popular topic tested in the CII AF2 business financial planning exam. This post was originally published on the Brand Financial Training Blog at https://brandft.co.uk/using-a-sipp-to-buy-property/  and has been...

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  • Coutts funds target 25% carbon emissions reduction

    25 June 2020

    Wealth manager Coutts is targeting a 25% reduction in carbon emissions in its funds and portfolios by the end of 2021. The commitment was made in the firm’s 2020 Sustainability Report, in which it also announced that it had achieved a 23% reduction in carbon emissions from its Coutts Invest funds this year already...

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  • FCA PS20/06 pension transfer advice: overview and action points

    24 June 2020

    ATEB Consulting’s Steve Bailey provides an overview of PS20/06 and two of the rule/guidance changes, which took effect this month. This month the FCA published the long awaited policy statement ‘Pension transfer advice: feedback on CP19/25 and our final rules and guidance‘. The policy statement was accompanied by a substantial Guidance Consultation covering the FCA’s proposals...

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  • Investment note: Time to look forward

    24 June 2020

    In this note, the Amundi investment team led by Group Chief Investment Officer Pascal Blanqué and Deputy Group Chief Investment Officer Vincent Mortier, says while the data isn’t pretty, it’s time to look forward. Covid-19 has triggered a sequence of economic and financial market narratives and is giving way to a new status quo characterised...

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  • HMRC receipts fell 43% in May

    24 June 2020

    The government tax take plummeted by 43% in May, as the effects of Covid-19 and the furlough scheme hit tax receipts. Total HMRC receipts fell to £26 billion in May, down from £45.3 billion a year earlier, as the country entered its second month of lockdown and huge swathes of the population were furloughed...

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  • ABI calls for pensions tax relief overhaul

    23 June 2020

    The Association of British Insurers (ABI) has called for an overhaul of the UK pensions tax relief system after research showed the current model favours higher earners, with lower earners and the young missing out. A report from the Pensions Policy Institute found that basic rate taxpayers paying 20% income tax, make up 83.4%...

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  • SSAS: key questions answered

    23 June 2020

    What’s a SSAS – compared to a SIPP? What benefits do they offer clients? What are the risks of using them? Charlie Dewey, head of Key Accounts & Third Party Relationships, Curtis Banks, answers these questions and more While SIPPs have grabbed more headlines in recent years, small self-administered schemes (SSASs) have been around for...

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  • Exam refresher: Money-weighted & time-weighted rate of return

    23 June 2020

    Catriona Standingford, MD of Brand Financial Training, considers how to calculate money-weighted rate of return and time-weighted rate of return when evaluating performance of an investment portfolio. This calculation can arise in a number of CII exams, notably R02 and AF4. Anyone sitting one of the CII investment exams will need to be familiar...

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