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ISA

uncategorised

Providers push Treasury to simplify pension/ISA transfers

SIPP providers, advisers and life offices have written to the Treasury pressuring it to allow simpler transfers of assets between savings vehicles.

clock 03 August 2011 •

Investment

FOS investment complaints dwarfed by PPI scandal

Consumer complaints to the Financial Ombudsman Service(FOS) are still overwhelmingly linked to mis-sold payment protection insurance, with investment products sparking relatively few grievances.

clock 02 August 2011 •

Your profession

Five things your clients will call you about this week

Working beyond the retirement age, an analysis of the latest tech bubble and equity income funds. It's IFAonline's round-up of the weekend's national newspapers.

clock 01 August 2011 •

ISAs

Providers rush JISA market as rules confirmed

Providers have rushed to enter the Junior ISA market after the government confirmed the regulations governing the product.

clock 27 July 2011 •

Investment

Three things we learned this week

Retirement Planner's round up of the week's key pension stories

clock 27 July 2011 •

Investment

Treasury to launch pension/ISA link talks

The Treasury will invite key industry figures to two workshops during the next fortnight to discuss the possible linking of liquid savings and pensions.

clock 22 July 2011 •

uncategorised

MetLife proposes £5k per year 'mini-pension'

MetLife has called for the government to announce a "mini-pension" allowing £5,000 in contributions per year.

clock 22 July 2011 •

Asset Allocation

The power of numbers

Andy Zanelli discusses the importance of asset allocation within a tax wrapper.

clock 21 July 2011 •

ISAs

Junior ISA annual limit to rise by £600

The Junior individual savings account (JISA) yearly limit will be raised from £3,000 to £3,600, the Treasury is expected to announce this next week.

clock 20 July 2011 •

ISAs

Pru backs new Junior ISA product

Prudential will team up with The Children's ISA to launch one of the UK's first Junior ISA (JISA) schemes, which replace the scrapped Child Trust Funds.

clock 18 July 2011 •
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