FT Adviser
WEBFT Adviser is an all-encompassing website dedicated to the financial adviser and financial planner market covering investments, mortgages, pensions, insurance, regulation and other key issues ...
What is the consumer duty and how will it impact financial services ...
WEBJan 31, 2022 · A new consumer duty for financial services is set to be introduced by April 2023, with a second and final consultation on the plans closing on February 15. The onset of the consumer duty marks a ...
Who are the FTAdviser Top 20 Financial Advice Firms this year?
WEBSep 29, 2023 · Consumer Duty has been one of the most important challenges and opportunities that advice firms have had to tackle in 2023, according to some of the companies in this year's FTAdviser Top 100 ...
Top 100 Financial Advisers 2021: The top 20 firms - FTAdviser
WEBNov 12, 2021 · Cullen Wealth. 19. OCM Wealth Management. 20. CHN Financial Consultancy. What the list measures. In addition to the increased emphasis on chartered or accredited company status, our rankings ...
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 ...
FTAdviser
WEB4 days ago · FTAdviser.com is an all-encompassing website dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues shaping the industry
Navigating the lifetime allowance test at age 75 - FTAdviser
WEBMay 30, 2022 · Total LTA used at age 75 = 21.17 per cent + 3.72 per cent = 24.89 per cent. Total LTA used by all BCEs = 24.24 per cent + 32.00 per cent + 24.89 per cent = 81.13 per cent. Suzanne’s total LTA ...
How interest rates affect bond prices - FTAdviser
WEBSep 1, 2022 · Bond prices are inversely correlated with interest rates, meaning that when interest rates go up, bond prices go down and when interest rates go down, bond prices go up (see below). According to ...
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.
Ian Taylor: how we built Transact - FTAdviser
WEBSep 30, 2020 · Ian Taylor: how we built Transact. Transact is one of the best-known and most popular wrap platforms available to financial advisers and, in the UK, certainly one of the first. Developed by ...