professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Retirement

Investment

37% of advisers don't know Sipp interest rates

Despite increasing interest in Self Invested Personal Pensions, over a third of advisers are don't know the rate of interest being paid on a client's Sipp, warns Investec Private Bank.

clock 11 January 2007 •

Investment

HMRC issues reminders about RAC tax changes

HM Revenue & Customs is warning advisers they will be writing to around one million pensioners to remind them of the intended changes to the way Retirement Annuity Contracts will be taxed.

clock 10 January 2007 •

Investment

Pensions cap signals attitude change for public sector

Government plans to limit the taxpayer's liability for civil service pensions could be seen as a sign public sector pensions are finally following the private sector and taking action on the sustainability of their funding.

clock 10 January 2007 •

Investment

Bell attacks Balls over ASP proposals

Andy Bell, managing director of A J Bell, has sent an open letter to Ed Balls challenging him to rethink the changes to the alternatively secured pension rules proposed in the Pre-Budget Report.

clock 10 January 2007 •

Investment

Deadline looms for pension transfers to Oz

High net worth clients thinking about transferring pension funds when emigrating to Australia need to take action before the end of June, warns Standard Life.

clock 09 January 2007 •

Investment

CM highlights last chance for RAC carry back

Advisers with clients who have Retirement Annuity Contracts have one last chance to take advantage of the carry back rules, warns Clerical Medical.

clock 08 January 2007 •

Investment

Matching socks, how nice...

It's the same every year. The frantic build-up. The hive of activity, with people running around planning and preparing. Making lists, checking things off. And then the dawning of the big day itself, with the anticipation of what may come. The pleasure...

clock 05 January 2007 •

Investment

DB shortfalls offer adviser opportunities

Shortfalls in defined benefit pension schemes could provide a new business opportunity for advisers using the concurrency rules introduced on A-Day, says Skandia.

clock 04 January 2007 •

Investment

Increased PPF levy to hit 5% of schemes

The Pension Protection Fund's decision to almost double the levy estimate for 2007/08 will affect around 5% of schemes, claims Entegria.

clock 04 January 2007 •

Investment

Pensions turn to swaps and bulk annuities in 2007

Underlying longevity and investment risks of final salary schemes could see more schemes using inflation swaps and bulk annuities to try and reduce their liabilities.

clock 03 January 2007 •
977978979
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=retirement&page type=listing page