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Retirement

Regulation

What support do advisers need on Budget changes

What support do advisers need on Budget changes

clock 05 December 2014 •

Retirement

Are annuity death tax changes a job 'half done'?

Are the annuity death tax changes unveiled at Autumn Statement 2014 a job 'half done'?

clock 05 December 2014 •

Regulation

Will Budget changes complicate Key Features Illustrations?

Will Budget changes complicate Key Features Illustrations?

clock 04 December 2014 •

Regulation

12% of what? Advisers say guidance guarantee cost cut not enough

Should advisers pay for it?

clock 04 December 2014 • 3 min read

Retirement

Blog: Govt risks fresh mis-selling scandal if it fails to prepare guidance service

The government could face a fresh mis-selling scandal if it fails to prepare for its guidance service, Chris Williams, CEO of Wealth Horizon has said following the Autumn Statement.

clock 04 December 2014 •

Retirement

AS14: Pensioner bond rates to be confirmed next week

The interest rates for two new government-backed bonds for the over 65s will be announced on 12 December, Treasury documents show.

clock 03 December 2014 •

Mortgages

AS14: The four key things to tell clients

Changes to stamp duty will dominate the headlines following the Chancellor's Autumn Statement on 3 December, but there were a few other bits that should prove a boon to savers.

clock 03 December 2014 •

Retirement

AS14: Annuity death tax abolished

The 55% tax charge levied on beneficiaries of individuals who die under the age of 75 with a joint life or guaranteed term annuity has been abolished in the Autumn Statement.

clock 03 December 2014 •

Your profession

Autumn Statement: LIVE

clock 03 December 2014 •

Regulation

IFP eyes return to surplus despite inducements crackdown

The Institute of Financial Planning (IFP) is "on track" to at least break even in 2014 and is hopeful of a small surplus, despite the challenge presented by a regulatory crackdown on inducements.

clock 03 December 2014 •
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