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Author profile

Rachel Dalton

Articles by Rachel Dalton

uncategorised

Call for govt to simplify pension transfers to children

The government must make it simpler to transfer long-term savings such as pensions to children and other descendents, the Association of Consulting Actuaries (ACA) said.

clock 03 May 2011 •

Bonds

Royal London 360 launches Oracle offshore bond

Royal London 360 has launched a new single premium offshore bond called Oracle.

clock 03 May 2011 •

uncategorised

Pensioner accused of posing as own wife to cheat life office

A pensioner has been charged with faking his death and then pretending to be his wife in order to claim on his life insurance policy.

clock 03 May 2011 •

uncategorised

IFAs urged to warn clients of new death benefit tax trap

IFAs must not allow clients in drawdown to fall foul of new tax rules surrounding death benefits, said Andrew Tully, retirement income technical manager at MGM Advantage.

clock 28 April 2011 •

uncategorised

Govt must give ISA savers break from NI

The government must create financial incentives to use ISAs such as a National Insurance (NI) break, according to Hymans Robertson.

clock 27 April 2011 •

Regulation

Revenue's offshore trust amnesty premature - STEP

HMRC has offered employers who use employee benefit trusts (EBTs) the chance to settle upcoming tax liabilities with no further questions before the trusts become illegal.

clock 27 April 2011 •

uncategorised

ISAs have failed, says think tank

ISAs have failed low income workers with inadequate savings and only benefit people who would have saved anyway, a think tank claims.

clock 26 April 2011 •

TCF

Govt watchdog blows £20K on fine dining

Spending watchdog the Audit Commission spent £20,000 in the past two years on luxuries such as meals in Michelin star restaurants.

clock 26 April 2011 •

uncategorised

AJ Bell could pass FSCS buck to investors

AJ Bell has changed the terms and conditions (T&Cs) of its SIPP products allowing it to pass on the costs of FSCS and FSA levies to investors in the future.

clock 26 April 2011 •

uncategorised

Five things you didn't know about the state pension

Think you know the notoriously complicated state pension system? Check out these facts to test your knowledge.

clock 26 April 2011 •
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