News
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The Sunday Fraudster?
The Sunday Times seems to be going nap on first-time buyers today; headlines include “We snared a fire-sale mortgage” and “Young investors…
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Liability to inheritance tax following pension fund transfer
Published in The Times on September 18, 2020, the judgement finds that a transfer of a terminally ill person’s pension fund from…
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Centralised investment proposition (CIP)
IFA firms tend to use a Managed Portfolio Service as part of their CIP. Firms need to consider what makes the CIP…
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Viceroy call for independent investigation into The Grenke Group
@peter_IFAMAG reads Twitter so you don’t have to. Viceroy, the research team that shorted Wirecard, calls for an independent investigation into Grenke…
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The story of the ISA and the latest state of play
Individual savings accounts (ISAs) were introduced on 6 April 1999, replacing the earlier Personal Equity Plans (PEPs) and Tax-Exempt Special Savings Accounts…
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Best Ethical Discretionary Fund Manager
King & Shaxson won the title of ‘Best Ethical Discretionary Fund Manager’ at this year’s Moneyfacts Investment Life & Pensions awards that…
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Government Adviser involved in pension scam
@peter_IFAMAG reads Twitter so you don’t have to. EY chairman admits ‘regrets’ over the companies’ Wirecard audit, in an interview with the…
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It’s Time to Move Forwards – Reset Your life Post-Lockdown
In Time to Move Forwards at 4.55pm on 23rd September, you’ll: Explore what will be different and what stays Identify what you…
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Result of FCA’s Business Interruption test case
The Court found in favour of the arguments advanced for policyholders by the FCA on the majority of the key issues. Christopher…
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Grenke – the next Wirecard?
@peter_IFAMAG reads Twitter so you don’t have to. Viceroy Research, who short-sold Wirecard, says Grenke, a German-based asset leasing company, is ‘laundering…
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