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Rachel Vahey: Walking a fine line on DB transfer restrictions

Rachel Vahey: Walking a fine line on DB transfer restrictions

Rachel Vahey

02 December 2021 • 3 min read

'Consolidation is bad for clients and the advice profession' - IFA roundtable

'Consolidation is bad for clients and the advice profession' - IFA roundtable

'There is a lot of short-termism'

Ayesha Venkataraman

02 December 2021 • 3 min read

Investment industry welcomes FCA listing rules but government must 'address wrinkles'

Investment industry welcomes FCA listing rules but government must 'address wrinkles'

Retail investors need 'greater protection'

02 December 2021 • 5 min read

ii confirms abrdn acquisition in £1.5bn deal

ii confirms abrdn acquisition in £1.5bn deal

ii CEO Richard Wilson will move across to abrdn and continue to lead the platform

Jenny Turton

02 December 2021 • 1 min read

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In-depth

Popular Topics

Retirement

Rachel Vahey: Walking a fine line on DB transfer restrictions

Richard Jones: Helping clients with small DB schemes face ESG challenge

Advisers, have you transferred out of your DB pension(s)?

Keith Churchouse: End of another mutual and change ahead?

Regulation

FCA bans adviser after 'understating' income in tax returns

Chasing Chartered status: Is the long process worth it for adviser firms?

FCA value assessment review: An 'uncomfortable read' but unsurprising

FCA takes aim at ACD market amid governance failings and conflicts of interest

Tax Planning

Stitched-drone-panoramic-image-of-part-of-the-Wild-Ingleborough-site-showing-the-limestone-pavement-in-the-foreground-and-Ingleborough-mountain-in-the-background.jpg

Govt tweaks CGT regime but leaves IHT untouched for now

LPA applications drop 26% during pandemic

IHT receipts up £0.6bn, HMRC data reveals

Mark Devlin: When keeping things tax-free is not tax-efficient

Most read

01

Govt tweaks CGT regime but leaves IHT untouched for now

30 November 2021 • 9 min read

02

FCA removes all permissions from IFA firm after adviser convicted for child grooming

26 November 2021 • 2 min read

03

FCA set to almost double minimum fee

30 November 2021 • 2 min read

04

Attitudes to ongoing fees look set to remain despite FCA push

02 December 2021 • 4 min read

05

intelliflo apologises to advisers over slow systems

01 December 2021 • 4 min read

06

Rachel Vahey: Walking a fine line on DB transfer restrictions

02 December 2021 • 3 min read