Sue Whitbread
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Sunak set to freeze pensions lifetime allowance increasing tax burden on thousands more people
Chancellor Rishi Sunak will announce a freeze in the lifetime allowance at £1,073,100 for the rest of this Parliament, the Times reports…
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Is DIY investing the antithesis of Robinhood? Will individual investors regret their lockdown surge?
Mark Northway, Investment Manager at Sparrows Capital highlights some of the banana skins that potentially await unsuspecting DIY investors Coronavirus bounce fuels…
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A poorer retirement? DWP statistics show fewer claiming state pension
The Department for Work and Pensions (DWP) this morning published benefit statistics showing: In the year to August 2020, the number of…
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New CEO for Defaqto as Zahid Bilgrami steps down
Defaqto, the leading financial information and technology business announced today that its board of directors has appointed John Milliken to succeed Zahid…
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Insight: the importance of protection in financial planning
Adam Higgs, Head of Research at Protection Guru, takes a practical look at some of the tools which advisers can use to…
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Tax-efficient investing: join GrowthInvest for Adviser Hour tax year-end special this Friday
GrowthInvest’s award-winning Adviser Hour is back with a Tax Year End Special You’re invited to join GrowthInvest and their expert panel on…
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Impact of Covid: new FCA guidance on fair treatment of vulnerable customers
The impact of the covid pandemic has heightened the need to ensure that firms are able to identify vulnerable customers and develop…
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Standard Life brand sold to Phoenix as important new deal announced
SLA to focus on asset management and platforms whilst Phoenix takes Standard’s life and pensions business Today’s announcement is unlikely to come…
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Asset Intelligence Research launch own platform, My Investment Centre, in partnership with Fundment.
Asset Intelligence Research, the Midlands-based investment and research business Assets Under Influence (AUI) of more than £5bn, today announces the launch of…
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Live webinar: intergenerational wealth transfer, an opportunity or threat?
IFA Magazine readers are invited to join Gillian Hepburn, intermediary solutions director at Schroders, alongside Faith Liversedge, marketing and communications consultant for advisers, for…
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