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Author profile

Rachel Dalton

Articles by Rachel Dalton

uncategorised

Pension savers pounce on cheap stocks

Pension providers have reported record volumes of share dealing in August as investors took advantage of the blow to equities.

clock 19 August 2011 •

uncategorised

LV= in talks to buy Hornbuckle Mitchell

LV= is in early stage talks to buy a 100% stake in Hornbuckle Mitchell.

clock 19 August 2011 •

uncategorised

How small IFA firms capture auto-enrolment business

Auto-enrolment is not just a business opportunity for large employee benefit consultants and national IFA firms.

clock 19 August 2011 •

Tax Planning

Ten things your expat clients need to know

Do you have clients moving abroad for a new job or a retirement in the sun? Gavin Pluck, European director at Guardian Wealth Management, points out the top ten things to tell them before they go.

clock 19 August 2011 •

uncategorised

Skandia launches pair of offshore trusts

Skandia Ireland has launched a discounted gift trust (DGT) and a loan trust which it said can help UK clients mitigate inheritance tax liability.

clock 19 August 2011 •

uncategorised

Boom in cash-for-pension advice predicted as deals improve

IFAs will see rising demand for advice on enhanced transfer value (ETV) exercises as companies improve their cash-for-pension offers, KPMG said.

clock 19 August 2011 •

TCF

Half of bank clients unaware they pay for products

Half of consumers who have bought a regulated financial product from a bank or building society are unaware of the level or existence of charges for it, research suggests.

clock 19 August 2011 •

TCF

Financial education in schools petition gains 15,000 signatures

A petition calling for financial education in schools has collected more than 15,000 signatures.

clock 17 August 2011 •

Regulation

Treasury Select Committee opens FCA inquiry

The Treasury Select Committee (TSC) has launched its inquiry into the Financial Conduct Authority (FCA).

clock 17 August 2011 •

uncategorised

Blog: IFAs must give clients the hard facts about pensions

Phil Clarke, technical services manager at Rowanmoor Pensions, says IFAs and the government must act now to beat pensioner poverty.

clock 17 August 2011 •
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