Fiona Hanrahan, Intermediary Development and Technical Manager at Royal London outlines the mistakes to avoid when using carry forward this tax year end.
The editor's Friday Night Takeaway from 30 January
Ambitious growth plans to become ‘a true household name’
Move towards outcome-based planning will emerge
Completed its largest DB de-risking transaction to date in July
Net inflows were £9.78bn last year, down from £11.04bn in 2021
Delegates heard platforms are ‘overpriced for what they deliver’
Company has plans to pursue strategic acquisitions in 2023
Three categories of investment labels to be used
The FCA's consultation on the issue closes on 25 January