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Author profile

Rachel Dalton

Articles by Rachel Dalton

uncategorised

Govt to include public sector pension liabilities in accounts

The Treasury will publish accounts drawn up in the same way as those of listed companies for the first time this week, and include pension liabilities on the balance sheet, as part of the Office for Budget Responsibility's (OBR) assessment of public finances....

clock 11 July 2011 •

Your profession

How does your time management rate?

Good time management is essential for IFAs juggling client meetings with paperwork and training.

clock 11 July 2011 •

Tax Planning

Govt to probe 'spaghetti bowl' pension tax system

The Office of Tax Simplification (OTS) will examine pensioner taxation in a new review announced today.

clock 11 July 2011 •

Wrap/platforms

Axa Elevate adds Hornbuckle SIPPs

Axa Wealth platform Elevate is offering SIPPs by provider Hornbuckle Mitchell to its investors.

clock 11 July 2011 •

Whole of Life

Phoenix unlocks cash from small whole of life policies

Phoenix Group has announced it will allow investors with small whole of life non-profit policies to cash their policies immediately with no penalties.

clock 11 July 2011 •

uncategorised

Govt launches inquiry into auto-enrolment

The Work and Pensions Committee (WPC) has launched an inquiry into auto-enrolment and the National Employment Savings Trust (NEST).

clock 08 July 2011 •

Your profession

Affinity relationships: how to partner with a law firm

Are you considering offering clients legal services through a partner firm to boost your proposition?

clock 08 July 2011 •

Economics / Markets

Financials fuel early FTSE gains

The FTSE has had a bright start to trading with a host of financials enjoying early gains.

clock 08 July 2011 •

uncategorised

MetLife takes case for flexible drawdown to Treasury

The government must help pension savers tackle their own longevity risk by permitting deferred annuities within pension plans, MetLife has said.

clock 07 July 2011 •

uncategorised

Hornbuckle Mitchell passes £280k FSCS levy to investors

SIPP provider Hornbuckle Mitchell has passed its £279,667 Financial Services Compensation Scheme (FSCS) interim levy on to investors, its accounts reveal.

clock 07 July 2011 •
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