JLT Wealth Management
Regulation
Pension savers affected by the lifetime allowance reduction - set to come into force from April next year - should start taking action now to minimise the risk of breaching the limit, a wealth manager has said.
16 May 2013
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Your profession
JLT Wealth Management has confirmed it is suspending defined benefit (DB) transfer exercises after the Financial Services Authority (FSA) issued guidance on how transfer values are to be calculated.
16 May 2012
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Your profession
Angela Haythorne, financial planner at JLT Wealth Management, explains the many and varied ways you can help reduce your clients’ income tax liability.
09 February 2012
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Whole of Life
Britons are failing to prepare properly for the prospect of death with many failing to secure the fate of their families and money, a report has said.
24 May 2011
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Individual Protection
Foresters Friendly Society has entered an agreement with CS Healthcare, a specialist health insurance provider.
04 February 2011
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Your profession
The Financial Services Authority has fined The Ancient Order of Foresters Friendly Society Limited £55,000 for financial promotions failings in the first enforcement action of its kind.
25 August 2006
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