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Technology

Investment

Skandia opens talks with Select list groups over 'super clean' share classes

Platform giant Skandia has opened talks with fund groups on its Select list asking them to supply new preferentially-priced 'super clean' share classes as soon as possible as it responds to the recent tax change announced by Her Majesty's Revenue & Customs...

clock 03 April 2013 •

Wrap/platforms

Cofunds suspends charges on pensions business following upgrade issues

Cofunds is suspending charges on its Suffolk Life-run self-invested personal pension (SIPP) while it upgrades its systems post-Retail Distribution Review (RDR).

clock 02 April 2013 •

Wrap/platforms

James Hay sounds trail commission tax warning

Advisers and clients could get "caught out" by the new tax treatment of payment of trail commission, according to James Hay Partnership.

clock 02 April 2013 •

Wrap/platforms

TISA lobbies for rebate tax delay after revealing £15m cost to platforms

The Tax Incentivised Savings Association (TISA) is writing to the Treasury to ask for a one-year delay on the proposed rebate tax, after estimating the costs to the industry far outweigh the tax likely to be recouped.

clock 28 March 2013 •

Wrap/platforms

FundsNetwork piles in to beat HMRC rebate deadline

Fidelity FundsNetwork is to bring forward all rebate payments accrued in the current tax year to before 6 April, in a bid to avoid income tax levied by HM Revenue & Customs (HMRC).

clock 28 March 2013 •

Adviser tips

What century are we in? Advisers' paperwork protests

PAPERWORK

clock 28 March 2013 •

Technology

Tech review: Mark Polson on Creative Technologies' Enable

TECHNOLOGY

clock 28 March 2013 •

Wrap/platforms

Taxing times for rebates

REBATES

clock 28 March 2013 •

Wrap/platforms

Skandia slates industry efforts on re-reg

Skandia has expressed frustration at rival platforms failing to allow electronic re-registration of assets, despite being required to do so under the Retail Distribution Review (RDR).

clock 27 March 2013 •

Wrap/platforms

Standard Life joins Skandia in push for 'special' clean share classes

Standard Life is to press fund managers to launch cheaper share classes for large platforms, after HM Revenue & Customs (HMRC) said it would apply income tax to unit and cash rebates.

clock 26 March 2013 •
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