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Author profile

Rachel Dalton

Articles by Rachel Dalton

Your profession

IFAs split on attracting younger clients

Claims young people have a less-than-favourable view of financial advisers has sparked debate on whether appealing to teenagers and people in their 20s is in advisers' interests.

clock 16 June 2011 •

Critical Illness

Tax/NI merger would be 'spectacular own goal'

Merging income tax and National Insurance (NI) would dramatically reduce pension saving and private protection take-up, Jelf Employee Benefits has warned.

clock 15 June 2011 •

With Profits

Phoenix fights for annuity comparison tool inclusion

Phoenix Group, which only manages closed books of business, is campaigning to be included in online annuity comparison tools.

clock 15 June 2011 •

uncategorised

Hoban defends auto-enrolment after mis-selling claims

Financial secretary to the Treasury Mark Hoban has defended auto-enrolment and the National Employment Savings Trust (NEST) after a senior pension adviser labeled them the next mis-selling scandal.

clock 15 June 2011 •

uncategorised

LV= links with Barclays platform for SIPP investors

LV= will allow its SIPP customers to use Barclays Stockbrokers' execution-only trading platform to invest their pension assets.

clock 14 June 2011 •

uncategorised

Threadneedle DC pensions to transfer to L&G

Threadneedle will close down its retail defined contribution (DC) pension business and will advise all investors to move their pension products to Legal and General (L&G).

clock 14 June 2011 •

uncategorised

Family hid gran's corpse to pocket £111 pension

A mother and daughter kept the corpse of a grandmother hidden in an upstairs bedroom and stole her state pension, a judge ruled.

clock 14 June 2011 •

Tax Planning

HMRC targets VAT evasion with robots

Her Majesty's Revenue and Customs (HMRC) will use web-robots to catch businesses which earn more than £73,000 per year but have not registered for VAT.

clock 13 June 2011 •

uncategorised

Aegon adds to unit-linked guarantees range

Aegon has launched three new unit-linked guaranteed offshore bonds as part of a boost to its at-retirement proposition.

clock 13 June 2011 •

uncategorised

FSA warns consumers over pension loan schemes

The Financial Services Authority (FSA) has issued a warning to consumers over pension reciprocation plans (PRPs) and other pension unlocking schemes.

clock 13 June 2011 •
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