Quilter, the wealth manager and financial adviser, has written to the Health Secretary to warn the government that the NHS faces ‘a perfect storm’ unless it extends the NHS Scheme Pays deadline and the end of the abatement rules. Quilter’s letter to new health...
News
New HMRC figures represent a ‘slow motion car crash’ for women’s state pension entitlements, says LCP’s Steve Webb
New figures published today by HMRC show that the number of families claiming Child Benefit has fallen for the ninth year in a row. Before the introduction of the ‘high income child benefit charge’, in January 2013, the number of UK families claiming Child Benefit...
Asda Money and StepChange have launched financial advice for Debt Awareness Week
Asda Money have launched a series of webinars as part of a financial advice event in association with debt charity StepChange. Debt Awareness Week 2022 takes place between the 21st and 27th March, and the free talks on offer are more relevant than ever as more and...
Unusual tax year end planning tips from Curtis Banks
Curtis Banks, one of the UK’s leading independent self invested pension providers, has highlighted three unusual planning tips for advisers, in the run up to the end of the tax year, to help make sure their clients’ SIPP plans run smoothly. Jessica List, Pension...
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OPBAS publishes report on progress and themes from 2020/21
The Office for Professional Body Anti-Money Laundering Supervision has released its latest report on progress made in tackling money...
Wealth manager veteran Alan Steel passes away aged 74
Alan Steel, consumer financial fair play crusader, regular financial press commentator and hugely successful financial adviser has died...
Over 1 million UK investors not on track with their financial plans post-pandemic, new research suggests
New research reveals 1 in 5 investors think it will take them five years or more to get their financial plans back on track. 1.3...
Oxford Capital appoints Stephen Hampson as Investment Director
Oxford Capital, the alternative investment manager has appointed Stephen Hampson to join the team as Investment Director. Stephen...
Just Group introduces medical underwriting on Lifetime Mortgage range
Just Group is introducing personalised interest rate and LTV options across its Just For You range of Lifetime Mortgages, raising the bar...
The “Gender confidence gap” is affecting UK savers’ ability to invest or save, according to TISA and EY research
New research published today by TISA and EY Seren reveals a significant ‘confidence gap’ affecting consumers’ ability to make long-term...
Investment consultants with USD 10 trillion of assets under advice come together to launch global ‘net zero’ initiative
Twelve investment advisory firms are founding signatories of the Net Zero Investment Consultants Initiative, which supports the goal of...
Tilney Smith & Williamson appoints Charlotte Fairhurst to help grow professional connections in London and the South East
Tilney Smith & Williamson has announced the appointment of Charlotte Fairhurst to help grow professional connections with solicitors...
“How getting pension freedoms wrong could cost you your benefit” – new paper and website from LCP and EngageSmarter
New research from consultants LCP and EngageSmarter has found that large numbers of people aged 55 plus who access their pensions using...
HMRC investigations save £4 billion in taxes from being lost – almost double last year’s figure
HMRC’s investigations and compliance work saved £4 billion in taxes from being lost in the last quarter, nearly double the £2.2bn for the...
Interview with Keith Brown, CEO Wealth Holdings
Keith Brown started in financial services back in 1990, starting his first IFA practice in 1997. Brown has since entered the M&A space...
HMRC missed out on £35 billion in ‘lost’ tax revenue in year before pandemic struck
The so-called ‘tax gap’ – which measures the difference between the tax HMRC expects to receive and the tax it actually receives – hit £35...
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