The Tax Incentivised Savings Association (TISA) has criticised the regulator's proposed terms for the Lifetime ISA (LISA), saying it has concerns about "unnecessary" costs and the product's age limit.
Though TISA welcomed LISA as an additional opportunity to save in a tax efficient way, it challenged certain aspects of its implementation, including the proposed age limit and exit charges. In its...
Number of advised clients up 33%
Advisers react to PIMFA’s latest FSCS levy intervention
Asking for apology
SM&CR deadline 31 March 2021
As financial wellbeing becomes a greater consideration for more clients and financial advisers alike, Stephen Little speaks to a numbers of advisers and other voices to see what it really means and how it can be further integrated into the planning process......
Harder to renew with permissions
James Clunie, Alastair Gunn and Michael Buhl-Nielsen to depart