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I have husband and wife clients (early 40's), both of whom are working directors of their company.

Question: I have husband and wife clients (early 40's), both of whom are working directors of their company. They want to pay into a new plan, transfer other funds and borrow etc and purchase a commercial property off the husband and his father. My feeling...

clock 05 June 2009 •

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Pensions secretary Purnell quits

James Purnell, the work and pensions secretary, has resigned from the cabinet and has told Prime Minister Gordon Brown to 'stand aside'.

clock 05 June 2009 •

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FSA to extend separate deposit protection limits

Temporary rules allowing separate compensation cover for customers with deposits in two merging building societies are set to be extended.

clock 04 June 2009 •

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I have a client with a SSAS, with 5 family members in it. 2 parents and 3 children...

Question: I have a client with a SSAS, with 5 family members in it. 2 parents and 3 children. The parents who have already been ear marked almost 80% of the current value of the SSAS which is predominantly farm land, wish to leave as much of the fund...

clock 04 June 2009 •

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Third way annuity market grows but future 'uncertain'

Third way annuity sales have continued to grow in the first quarter of 2009, up 7.7% over twelve months.

clock 03 June 2009 •

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Govt Mortgage Rescue Scheme only helps TWO families - papers

Just two homeowners have been helped by a flagship initiative to save families from repossession, it emerged last night.

clock 03 June 2009 •

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Active vs passive: the next generation

Nizam Hamid, head of sales strategy at iShares, discusses research that proves the difficulty of consistent outperformance in active management and the benefits of blending active and passive funds

clock 02 June 2009 •

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B&B counts £700m cost from defaults - papers

Borrowers with the state-owned Bradford & Bingley (B&B) are defaulting on one in twenty mortgages and the failure rate is set to go even higher.

clock 02 June 2009 •

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I have a client who has a 500k fund in a SIPP accrued from previous employments.

Question: I have a client who has a 500k fund in a SIPP accrued from previous employments. He has in the last 12 months set up a new ltd co with no existing pension provision. He is attracted by the idea of the employer loan back facility on a SSAS and...

clock 02 June 2009 •

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Treasury spending higher than in WWI - papers

The full scale of the Government's spending spree has been laid bare by research that shows the Treasury is now spending more than it did in the thick of the First World War, according to The Telegraph .

clock 01 June 2009 •
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