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Retirement

Regulation

FCA names Jonathan Davidson retail supervision director

The Financial Conduct Authority (FCA) has recruited Jonathan Davidson as director of supervision - retail and authorisations.

clock 07 July 2015 •

Pensions

Treasury to net £700m in pensions freedom tax windfall

The Treasury will net an extra £700m in tax this year as a result of the pensions freedom and choice reforms, Hargreaves Lansdown has projected.

clock 07 July 2015 •

Estate planning

Celebrity will mistakes: Three lessons to share with clients

Celebrity will mistakes: Three lessons to share with clients

clock 07 July 2015 •

Pensions

Clients of tomorrow: Why advisers can't ignore younger workers

Why advisers can't ignore younger workers

clock 06 July 2015 •

Regulation

Royal London wins ombudsman case after blocking suspect pension transfer

The pensions ombudsman has dismissed a complaint against Royal London over its decision to turn down a transfer request into a suspected pension liberation scheme.

clock 06 July 2015 •

Tax Planning

Osborne to raise inheritance tax threshold to £1m

The Chancellor George Osborne is set to confirm an increase in the inheritance tax (IHT) threshold to £1m per couple in this week's Budget.

clock 06 July 2015 •

Your profession

Steal a march: Everything advisers need to know about the week

Everything advisers need to know about the week

clock 05 July 2015 • 2 min read

Regulation

FCA: Pension Wise providers liable for guidance guarantee redress

Guidance guarantee providers will be liable for redress in the event of a consumer complaint about Pension Wise, the Financial Conduct Authority (FCA) has said.

clock 03 July 2015 •

Adviser tips

New IFA using face aging app to encourage savings habit

A new advisory business is using a popular face aging app to show clients what they will look like in 30 years, after evidence suggested consumers' attitudes to long-term savings shift if they see an older version of themselves.

clock 03 July 2015 •

Pensions

NEST names Helen Dean as chief executive

Helen Dean has been appointed chief executive of the National Employment Savings Trust (NEST) and will take over from Tim Jones in the autumn.

clock 03 July 2015 •
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