Advisers are being encouraged to familiarise themselves with incoming legislation around the abolition of the Lifetime Allowance (LTA), with new planning opportunities which could help clients maximise pension tax efficiency. According to AJ Bell, the permanent...
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Government urged to clarify new pension tax rules as new ‘death tax’ for pensions proposed
Government plans to replace the pensions lifetime allowance could create a new ‘death tax’ for savers, AJ Bell warns The government on 18 July set out for consultation proposed new rules to replace the pensions lifetime allowance from 6 April 2024 Two new lifetime...
“Failed banks reminiscent of the S&L crisis not the GFC” Analysis from Sparrows Capital’s Mark Northway
In poetry, the alternative rhyme scheme delivers assonance every other line. Investors might want to take note of this construct as they review portfolio risks against the background of today’s complex environment, says Mark Northway (pictured), Investment Director at...
A growing interest in platform research
Platform usage Defaqto asked advisers to advise, approximately, what percentage of new business they place 'on platform'. Their research indicates that 94% of respondents place 50% or more of their new business on a platform. This confirms the general, steady trend...
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A multi-billion pound investment catalyst
Over the next five years M&G aims to invest up to £5 billion in privately-owned enterprises that are tackling environmental and social...
Income in retirement: smoothed with profits could be key
Wesleyan highlights why a smoothed with profits approach could be key for advisers helping their clients to navigate an appropriate...
Charles Stanley’s Responsible MPS range does “exactly what it says on the tin” – Q&A with Jane Bransgrove
In this Q&A, Jane Bransgrove, Investment Director at Charles Stanley, tells IFA Magazine everything there is to know about their...
Bonds for Change: Key Takeaways From PIMCO’s ESG Investing Report
We’ve entered a new era for ESG (environmental, social, governance) investing. The global pandemic revealed and magnified a range of...
When love gets in the way of business: how to advise family businesses in protecting themselves from divorce
By Katie O’Callaghan, Family Partner at Boodle Hatfield Divorce is renowned for being one of the most stressful life events that an...
Challenges of shattering the ceiling in a male-dominated industry
By Jeanette Marais, CEO of Momentum Investments The infamous glass ceiling is just about as old as the tale of time. While I believe that...
The direction of travel: PIMFA puts D&I under the microscope
Ahead of PIMFA’s second Diversity and Inclusion awards later this month, Liz Field, Chief Executive at PIMFA, shares a sneak peek with IFA...
RDR, ten years on
By Nick Eatock, CEO at intelliflo When the Retail Distribution Review (RDR) took effect almost a decade ago, it was accompanied by a...
Strength and sustainability in the platform market
Advisers have various considerations about strength and sustainability when selecting which platforms will provide their service to...
SFO on the ropes: Legal analysis from Adkirk Law’s Rachel Adamson
In this analysis for IFA Magazine, Rachel Adamson, Head of Fraud and Regulatory at Adkirk Law, argues that poor resourcing in the SFO has...
Which factors are driving advisers’ decisions around Multi-Asset Funds?
Sharing the results of the latest IFA Magazine reader survey, carried out in conjunction with Brooks Macdonald, we report on the criteria...
Jenson EIS Fund – Invest with a certified B Corp Fund Manager
EIS & SEIS Fund manager Jenson Funding Partners (“Jenson”), which invests in fast-growth companies from pre-seed to Series A, has been...
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