FT Adviser
WEBFT Adviser is a website for financial advisers and planners covering investments, mortgages, pensions, protection, regulation and more. It also offers CPD courses, opinion pieces, long reads and ...
Best and worst workplace pension schemes named - FTAdviser
WEBSep 11, 2019 — The People’s Pension – the second biggest master trust in the market - has come out last in a ranking of workplace pension and auto-enrolment providers.
IFS calls for govt to scrap 25% tax-free lump sum - FTAdviser
WEBFeb 6, 2023 — The Institute for Fiscal Studies (IFS) suggests removing the 25 per cent tax-free component of pensions to even out tax support for pension saving. It also calls for reforming the lifetime and ...
FTAdviser
WEBFind CPD articles on protection, tax, property, inheritance tax, investments and more on FTAdviser.com. Learn from experts and stay updated on the latest developments and trends in the financial ...
How interest rates affect bond prices - FTAdviser
WEBSep 1, 2022 — In the UK, data tables from the likes of Moneyfacts and Savings Champion have been updated to reflect slightly higher interest rates being put onto savings accounts, cash Isas and one-year bonds.
Advisers pick their favourite DFMs - FTAdviser
WEBApr 2, 2020 — A survey by Defaqto reveals the most used and most satisfied DFMs among advisers in 2019. Quality of staff, service and investment flexibility are the top factors for choosing DFMs, while client ...
AFH receives £225m offer in private equity takeover - FTAdviser
WEBJan 25, 2021 — AFH, a national IFA with £6.2bn funds under management, has accepted a £225m offer from Cortina Bidco, a company controlled by Flexpoint Ford. The deal, subject to regulatory approval, aims to ...
Who are the FTAdviser Top 20 Financial Advice Firms this year?
WEBSep 29, 2023 — Find out who are the top 20 financial advice firms in the UK based on gross sales and other qualitative factors. Learn how they cope with consumer duty, technology and market challenges in 2023.
Change to dividend taxation: past, present and future
WEBMar 9, 2022 — The first £5,000 of dividend income was covered by a dividend allowance and there was no tax to pay. Dividend income over this allowance was taxed at 7.5 per cent for a basic rate taxpayer, 32.5 ...
BMO trusts rebrand to Columbia Threadneedle - FTAdviser
WEBJul 5, 2022 — BMO-branded trusts and savings accounts, including BMO Managed Portfolio Trust, have been renamed with the prefix CT. The rebrand follows the acquisition of BMO by Columbia Threadneedle, a ...