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WTW criticised over ‘shocking’ pension schemes administration
Mar 10, 2022 · Pensioner savers and advisers have slammed Willis Towers Watson over its “shocking” administration of workplace pension schemes. Willis Towers Watson, which recently rebranded to WTW, manages ...
When and how chargeable gains are taxed | Money Marketing
May 23, 2018 · Giving Sally a tax liability of £600 against the chargeable gain. If we now consider the international bond, as the chargeable gain does not carry a 20% tax credit the first £500 of the top ...
10 things IFA firms need to know about the FCA’s Consumer Duty
Aug 4, 2022 · 9) Hard data. Another huge challenge, he FCA has stated, firms must monitor, test, and adapt their practices and processes on an ongoing basis, to satisfy themselves that they are delivering the ...
Alan Hughes: FOS’s True Potential ruling is a warning for all advisers
Jan 15, 2024 · The Financial Ombudsman Service (FOS) published an interesting decision recently regarding a ‘non-advised’ switch into one of True Potential’s funds, which puts the national’s business ...
Steve Webb: What a lifetime allowance return under Labour could …
Sep 14, 2023 · Illustration by Dan Murrell. If the polls are to be believed, a Labour-led government is likely to be elected next year. That new government could make an emergency Budget statement during 2024/25 ...
Tony Wickenden: Should you advise pre-emptive action to save …
Sep 16, 2024 · Tony Wickenden is managing director of Technical Connection. CGT is the favourite tip for those predicting where Budget increases will fall. Its pundit popularity comes despite the fact HM Revenue ...
Is it ever too late to become a financial planner?
Jan 3, 2023 · But it may have a lot more to do with the kind of person you are as you age. Ellen Langdon, founder of St James’s Place (SJP) partner practice Ellen Langdon Financial Management recalls seeing a ...
Police probe suspected cold-callers linked to collapsed advice firm
Michael Klimes 20 February 2018. The police and The Pensions Regulator have launched an investigation into a number of pension schemes suspected of being linked to cold-calling. The regulator is ...