John Moret: FCA must improve communication and engagement
- Thursday, 18 April 2019
- Comment
The publication of the FCA’s Business Plan for 2019/20 set me thinking once again about the effectiveness of the regulation of retail financial services.
Read more...NEW: John Moret – Uneasy time for SIPPs
- Thursday, 21 March 2019
- Comment
The 14 March saw the 30th anniversary of Nigel Lawson’s budget speech which conceived the idea of a SIPP (although the name and acronym emerged some time later).
Read more...Individuals pay 10 times more tax for LTA breaches
- Tuesday, 21 August 2018
- Articles
The tax collected from individuals breaching the Lifetime Allowance (LTA) has rocketed by £100m since it was introduced in 2006, with the latest figures showing that £110m in tax was collected from individuals exceeding the allowance during 2016/17, compared with less than £10m in 2006/7 when the LTA was introduced.
Read more...Death, debts, a wedding and 4 DB Pensions – Paraplanner’s tricky client case
- Tuesday, 10 April 2018
- Articles
A Paraplanning boss has detailed how she dealt with a client who faced the “very rare” circumstances of four defined benefit pensions alongside personal pensions and lifetime allowance tax issues.
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