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ISA

Wrap/platforms

Which provider topped the SIPP/ISA charts?

Alliance Trust has published its top 20 most popular funds purchased through platform i.nvest for SIPPs and ISA investments over the 2010/11 tax year.

clock 17 May 2011 •

uncategorised

McPhail: Govt must simplify in-specie pension contributions

The government should allow investors to move assets between different wrappers more easily to aid retirement saving, Tom McPhail, head of pensions research at Hargreaves Lansdown said.

clock 16 May 2011 •

Protection

Market views: Simple products - threat or opportunity?

Leaving aside the question of advice, do you see simple protection products as a threat to IFAs or a stepping stone for clients? Should IFAs sell them alongside fully featured products?

clock 13 May 2011 •

uncategorised

McPhail: No tax cuts for workplace savings

The Treasury will not use tax incentives to encourage more workplace saving for retirement, Tom McPhail, head of pensions research at Hargeaves Lansdown said.

clock 09 May 2011 •

Economics / Markets

Six things your clients will call you about this week

Weekend papers round-up: Spanish property, the value of marriage and Swiss tax exiles were all on the news agenda, while popular acronyms included JISAs and MINTs.

clock 09 May 2011 •

Investment

Blog: Can JISAs plug savings black hole?

TISA director general Tony Vine Lott on whether JISAs can really create a new generation of savers

clock 05 May 2011 •

uncategorised

Govt must give ISA savers break from NI

The government must create financial incentives to use ISAs such as a National Insurance (NI) break, according to Hymans Robertson.

clock 27 April 2011 •

uncategorised

ISAs have failed, says think tank

ISAs have failed low income workers with inadequate savings and only benefit people who would have saved anyway, a think tank claims.

clock 26 April 2011 •

Your profession

Three things your clients will call you about this week

Nationals round-up: Risks of bonds, Swiss savings targeted by the taxman and a think tank suggests ISAs should be scrapped.

clock 26 April 2011 •

uncategorised

AJ Bell extends rebate offer to SIPP investments

Pensions provider AJ Bell has added an ISA and a dealing account to its Sippdeal platform, and will now offer an annual fund rebate of up to 0.5% across all three accounts.

clock 20 April 2011 •
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