Industry experts have welcomed a Supreme Court judgment today on the long-running Stavely case which found that there was no IHT liability when a pension transfer was made for reasons of ill health.
Read more ...Transact tightens rules on £30k+ pension transfers
- Wednesday, 19 August 2020
- Articles

Investment platform Transact has tightened up its rules on pension transfers following the FCA’s campaign to tackle problems with poor transfer decisions.
Read more ...CPI inflation rises sharply to 1% defying predictions
- Wednesday, 19 August 2020
- Articles

CPI inflation rose sharply in July from 0.6% to 1%, data from ONS published today shows.
Read more ...Former Chancellor returns to JP Morgan
- Wednesday, 19 August 2020
- Articles

Former UK Chancellor Sajid Javid has accepted a job with US banking giant JP Morgan, re-joining the financial services sector.
Read more ...60% of advisers turning away new clients
- Tuesday, 18 August 2020
- Articles

Six in ten financial advisers had to turn away prospective clients in the last year, according to a new report.
Read more ...Retired 7IM founder sets up SME investment business
- Tuesday, 18 August 2020
- Articles

Justin Urquart Stewart, co-founder of Seven Investment Management, has set up SME investment business Regionally with TATA VP and Accenture Partner Jim Odell.
Read more ...Third of wealthy to buy small firms to kickstart economy
- Tuesday, 18 August 2020
- Articles

Just under a third (31%) of wealthy individuals with more than £250,000 in assets plan to buy a small business to help kickstart the UK economy after the Coronavirus pandemic, according to a new report.
Read more ...Opportunity for planners in care advice market - report
- Tuesday, 18 August 2020
- Articles

Financial Planners with qualifications, knowledge and experience of the care market have a business opportunity to provide advice to those organising care for relatives or future care for themselves, according to a new report from pensions and retirement specialist Just.
Read more ...Pandemic increases millennial anxiety around finances
- Tuesday, 18 August 2020
- Articles

Over half (51%) of those aged between 25 and 34 said they have suffered from increased anxiety around their personal finances as a result of the Coronavirus pandemic, according to a new report.
Read more ...15% of women set to cut pension contributions
- Monday, 17 August 2020
- Articles

New research suggests that more women than men plan to reduce their pension contributions in the next six months in a sign the gender gap in savings may grow.
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