News
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Liability to inheritance tax following pension fund transfer
The transfer of emphasis from strict compliance with the tax rules as drafted, to include intention was reinforced with this latest judgement…
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A financial history of the COVID-19 crisis
Making financial policy on the hoof is fraught with difficulty, as Rishi Sunak has found having had to tear up his plans…
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Is the outlook for Europe darkening?
The nights are drawing in, and the outlook for Europe may also be darkening. That’s the thinking of Chris Jeffery, LGIM’s head…
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What is a brand in a remote-first world?
This is a question I’ve been chatting to a lot of my clients about recently. For many people the physicality of…
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More than half of Brits do not know whether their pension is invested in line with their value
53% of people do not know whether their pension is invested in line with their values; nearly one fifth (19%)…
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Join Faith Liversedge webinar Friday 30 October – expert help on the use of client portals in your financial planning business
As we move towards even more of a ‘remote first’ environment, the technology you use in your financial planning business is going…
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HSBC considers charging fees for current accounts
@peter_IFAMAG reads Twitter so you don’t have to. HSBC considers charging fees for current accounts along with announcing a modest 2020 dividend.…
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Environmental, social and governance (ESG) investment
While researching this report, there seemed to be a lot of providers who were majoring on their ESG credentials. I found that…
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Good Money Week – what does being a sustainable and responsible investor mean in the current climate?
This week is Good Money Week, the initiative which aims to help people to find sustainable and ethical options for banking,…
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PIMFA calls for the approval of unregulated financial promotions to be a regulated activity
PIMFA, the trade association for the wealth management and financial advice industry, has today called on the Government to tighten the rules…
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