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Investment analysis: Last attempt to change FSA rebate stance
MoneyMarketing.co.uk - Investment analysis: Last attempt to change FSA rebate stance
All change on platform charges
iii.co.uk - All change on platform charges
The rise of the DIY investor: Millions plan to drop their financial adviser
ThisisMoney.co.uk - The rise of the DIY investor: Millions plan to drop their financial adviser
Got time, as well as cash? Why not run your own pension?
Independent.co.uk - Got time, as well as cash? Why not run your own pension?
Sipp investors can use Funding for Lending to cut loan costs
Moneymarketing.co.uk - Sipp investors can use Funding for Lending to cut loan costs
Government says no to AJ Bell on call for review of income drawdown rules
Sajid Javid, Economic Secretary to the Treasury has replied to AJ Bell’s written request for a review of the income drawdown rules and firmly ruled out any changes. He claimed that the Government views the current problems facing income drawdown investors as short term. A copy of the full response is available at the link below.
Survey: Highest platform fees 6x lowest on £100k pot
ftadviser.com - Survey: Highest platform fees 6x lowest on £100k pot
'No good reason' to pay 40bps+ for platform
ifaonline.co.uk - 'No good reason' to pay 40bps+ for platform
Top price platform charges six times higher than cheapest says survey
portfolio-adviser.com - Top price platform charges six times higher than cheapest says survey
Leaving a lasting legacy
Earlier in the year, while deputising for a colleague, I spoke at a conference about the future of the financial services industry, and drew an analogy between the RDR and the forthcoming Olympics.
Call for change
Momentum seems to be building behind lobbying on changing the rules on maximum income drawdown calculations. Within the past few weeks, e-mails and letters have come in from clients, advisers and MPs alike - all looking for ways to support the case for change.
Sipp Spotlight: Lifting the lid on Sippcentre
Citywire.co.uk - Sipp Spotlight: Lifting the lid on Sippcentre
6 pension traps to avoid
Morningstar.co.uk - 6 pension traps to avoid
In brief FATCA exemption
pensionsworld.co.uk - In brief FATCA exemption
UK secures Fatca exemptions for pensions and Isas
MoneyMarketing.co.uk - UK secures Fatca exemptions for pensions and Isas
Outcome of RP poll - will you back AJ Bell's income drawdown campaign. 65% say yes
ifaonline.co.uk - Outcome of RP poll - will you back AJ Bell's income drawdown campaign. 65% say yes
US tax law exemption to save UK pension schemes 'billions'
FTAdviser.com - US tax law exemption to save UK pension schemes 'billions'
UK pension and ISA providers spared in US tax clampdown
Citywire.co.uk - UK pension and ISA providers spared in US tax clampdown
AJ Bell welcomes pension and ISA FATCA exemption
Platform provider AJ Bell has welcomed news that UK registered pension schemes and ISAs will be exempted from onerous new US reporting requirements which were scheduled to come in under the US Foreign Account Tax Compliance Act 2010.
Sippcentre's unbundled charging structure
AJ Bell has announced the new Sippcentre RDR charging structure, which will apply from 1 January 2013.
Govt urged to rethink drawdown pension transfer stance
MoneyMarketing.co.uk - Govt urged to rethink drawdown pension transfer stance
AJ Bell unveils RDR charging structure
MoneyMarketing.co.uk - AJ Bell unveils RDR charging structure
Retiring in health means below-par income
InvestorsChronicle.co.uk - Retiring in health means below-par income
Steve Webb responds to AJ Bell's call for drawdown reform
Citywire.co.uk - Steve Webb responds to AJ Bell's call for drawdown reform
Three things we learned this week
ifaonline.co.uk - Three things we learned this week
AJ Bell turns attention on MPs in drawdown rules campaign
Platform provider AJ Bell has stepped up its lobbying over income drawdown by urging clients and advisers to write to their MPs calling for a Government review of rules which are seeing the income of some pension investors drop by 40% - 50%.
HMRC urged to close Qrops tax-free cash loophole
MoneyMarketing.co.uk - HMRC urged to close Qrops tax-free cash loophole
Provider supports plea for drawdown flexibility
FTAdviser.com - Provider supports plea for drawdown flexibility
Income drawdown vs annuities – where is the income balance?
ifaonline.co.uk - Income drawdown vs annuities – where is the income balance?
Mike Morrison: How to get the pension feel good factor
MoneyMarketing.co.uk - Mike Morrison: How to get the pension feel good factor
Feelgood factor
So a new start for me as this is my first Article written in a new role but unfortunately the song remains the same! Sad as it may seem (and some people might suggest that I should get out more) I have found it difficult over the last couple of months with so much going on but with little ability to comment!
My Business
financialplanneronline.co.uk - My Business
Primetime Retirement supports drawdown rethink
ifaonline.co.uk - Primetime Retirement supports drawdown rethink
Great value funds: what are the best, simple low-cost investments to bank and hold for 20 years?
www.mailonsunday.co.uk - Great value funds: what are the best, simple low-cost investments to bank and hold for 20 years?
Barclays launches fresh structured products on Nucleus and Transact
www.ifaonline.co.uk - Barclays launches fresh structured products on Nucleus and Transact
Gov't must change drawdown rule: AJ Bell
www.ftadviser.com - Gov't must change drawdown rule: AJ Bell
HMRC warns 7,500 savers of auto-enrol protection risk
www.moneymarketing.co.uk - HMRC warns 7,500 savers of auto-enrol protection risk
AJ Bell introduces the Sippdeal Price Pledge in response to rising charges
Low-cost investment platform provider AJ Bell has issued a Price Pledge to retain the current charging structure on its Sippdeal platform until at least January 2014.
AJ Bell open letter calls on the Government to remove unnecessary income drawdown obstacles
Andy Bell, Chief Executive of platform provider A J Bell, has written to Mark Hoban, Financial Secretary to the Treasury, calling for the Government to take action on unnecessary income drawdown obstacles in the use of income drawdown by pension savers. These obstacles continue to affect thousands of investors with many experiencing 30% to 50% reductions in their drawdown income.
Gov't urged to conduct drawdown policy review
www.ifaonline.co.uk - Gov't urged to conduct drawdown policy review
AJ Bell: Government blocking pension drawdown
www.ftadviser.com - AJ Bell: Government blocking pension drawdown
AJ Bell writes to Hoban calling for drawdown reform
www.citywire.co.uk - AJ Bell writes to Hoban calling for drawdown reform
Avoid the pension pitfalls
www.express.co.uk - Avoid the pension pitfalls
Risky business
Financial services is such a quickly evolving world that it is rarely surprising when some new piece of terminology suddenly starts being bandied about within the marketplace. Anyone with even a passing interest in the SIPP market cannot have failed to notice that one of the terms of the moment is “esoteric investments”.
Pension payouts slashed by a third as drawdown savers are hit by more eurozone chaos
www.mailonsunday.co.uk - Pension payouts slashed by a third as drawdown savers are hit by more eurozone chaos
Cover feature: Sipps and RDR
www.financialplanneronline.co.uk - Cover feature: Sipps and RDR
Is your low-cost investment up-to-scratch? How to pick a tracker fund that does what it say on...
www.thisismoney.co.uk - Is your low-cost investment up-to-scratch? How to pick a tracker fund that does what it say on the tin
A platform for debate
www.ftadviser.com - A platform for debate
A platform for debate
The FSA has published a number of RDR related documents covering platforms over recent years with the latest paper in the consultation process being released in late June.
DIY pensions to cut costs and boost your retirement fund – not fat cats' bonuses
www.telegraph.co.uk - DIY pensions to cut costs and boost your retirement fund – not fat cats' bonuses
Income drawdown Pensioners face further cuts
www.telegraph.co.uk - Income drawdown Pensioners face further cuts
Standard Life launches fully unbundled share class
www.ftadviser.com - Standard Life launches fully unbundled share class
Sippcentre comments on FSAs platform paper
www.financialplanneronline.co.uk - Sippcentre comments on FSAs platform paper
Andy Bell: The FSA must not stop at Platforms
www.moneymarketing.co.uk - Andy Bell: The FSA must not stop at Platforms
FSA looking at widening rebates ban to life offices
www.moneymarketing.co.uk - FSA looking at widening rebates ban to life offices
AJ Bell appoints Mike Morrison as Head of Platform Marketing
A J Bell today announces the appointment of Mike Morrison as Head of Platform Marketing.
Strike One to AJ Bell’s Sippcentre in Battle for Mid-Market SIPPs
www.spliceconsulting.co.uk - Strike One to AJ Bell’s Sippcentre in Battle for Mid-Market SIPPs
Mike Morrison quits Axa Wealth for AJ Bell
www.moneymarketing.co.uk - Mike Morrison quits Axa Wealth for AJ Bell
AXA Wealth's Mike Morrison joins AJ Bell
www.citywire.co.uk - AXA Wealth's Mike Morrison joins AJ Bell
Advisers favour Standard Life and Sippcentre as Sipp providers - poll
www.financialplanneronline.co.uk - Advisers favour Standard Life and Sippcentre as Sipp providers - poll
Mike Morrison to leave Axa Wealth to join AJ Bell
www.ftadviser.com - Mike Morrison to leave Axa Wealth to join AJ Bell
Mike Morrison quits Axa Wealth for AJ Bell
www.ifaonline.co.uk - Mike Morrison quits Axa Wealth for AJ Bell
Advisers like the idea of unbundling: AJ Bell
www.ftadviser.com - Advisers like the idea of unbundling: AJ Bell
IFAs reveal SIPP Market Choices
www.ifaonline.co.uk - IFAs reveal SIPP Market Choices
Outsourcing Investment: Why Ebor uses Close Brothers
www.citywire.co.uk - Outsourcing Investment: Why Ebor uses Close Brothers
Time called on 'free investing' as FSA moves to ban platform commission but it will mean more...
www.mailonsunday.co.uk - Time called on 'free investing' as FSA moves to ban platform commission but it will mean more upfront fees for investors
Advisers favour clean pricing post RDR
Research announced today by A J Bell shows that clean unbundled pricing will be favoured by the majority of advisers post RDR.
Two thirds of advisers prefer unbundled pricing, study
www.ftadviser.com - Two thirds of advisers prefer unbundled pricing, study
Wrap factfiles Sippcentre at a glance
www.citywire.co.uk - Wrap factfiles Sippcentre at a glance
An overview of how Sippdeal SIPP works
www.thriveinsurance.com - An overview of how Sippdeal SIPP works
De-Risking your ISA or SIPP
www.investorschronicle.co.uk - De-Risking your ISA or SIPP
Charging confusion after HMRC has costs rethink
www.moneymarketing.co.uk - Charging confusion after HMRC has costs rethink
Andy Bell launches monthly News & Views
Andy Bell, Chief Executive of platform provider A J Bell has launched a new monthly newsletter providing a round-up of his views on some of the key issues being faced by clients of the adviser community.
Andy Bell: The FSA must not stop at platforms
The eagerly anticipated “Platform” paper recently published was broadly as expected. It is hard to be critical of the FSA as the consultation is borne out of a desire to genuinely understand the platform market.
Amps rejects FSA Sipp disclosure proposals
www.moneymarketing.co.uk - Amps rejects FSA Sipp disclosure proposals
Market view: Misplaced focus on projection rates?
www.ftadviser.co.uk - Market view: Misplaced focus on projection rates?
Reinstate the 120% limit
Before debating the case for a change to the rules on how drawdown income is calculated, it’s necessary to understand the true nature and scale of the problem. A client scenario that we dealt with earlier this year should help to set the scene.
Bankrupt thinking
www.moneymarketing.co.uk - Bankrupt thinking
Debate: Are drawdown limits too low?
www.ft.com - Debate: Are drawdown limits too low?
Is income drawdown a ticking timebomb?
www.ifaonline.co.uk - Is income drawdown a ticking timebomb?
Skandia assets top £40bn as total platform assets near £200bn
www.moneymarketing.co.uk - Skandia assets top £40bn as total platform assets near £200bn
Moret wants Sipp scope to be restricted
www.moneymarketing.co.uk - Moret wants Sipp scope to be restricted
The Wrap Factfiles: All you need to know about Sippcentre
www.citywire.co.uk - The Wrap Factfiles: All you need to know about Sippcentre
SIPPs: More Protection for Bankrupt Investors
www.pensioncalculator.org - SIPPs: More Protection for Bankrupt Investors
The case for income drawdown
www.ifaonline.co.uk - The case for income drawdown
FSA gets tougher on DB transfers
www.moneymarketing.co.uk - FSA gets tougher on DB transfers
Reinstate the 120% limit
I remain firmly of the view that the current rules are overly harsh and believe drawdown limits need to be fundamentally reviewed to ensure the balance between flexibility of income and risk protection is appropriate.
The case for income drawdown
Income withdrawal or drawdown pension remains a popular retirement option despite a number of high profile policy and regulatory issues that seem to be hogging the headlines.
What's best? An ISA or a pension?
www.telegraph.co.uk - What's best? An ISA or a pension?
Pension savers choose the DIY route
www.ft.com - Pension savers choose the DIY route
Five minute adviser profile: Mark Begg of Mark Begg Asset Management
www.citywire.co.uk - Five minute adviser profile: Mark Begg of Mark Begg Asset Management
SIPP - a low-cost way to save for your future
www.telegraph.co.uk - SIPP - a low-cost way to save for your future
Government urged to act on savings
www.ft.com - Government urged to act on savings
Nest to simplify its projection rules
www.moneymarketing.co.uk - Nest to simplify its projection rules
Platforms confident on equal treatment on payments ban
www.moneymarketing.co.uk - Platforms confident on equal treatment on payments ban
We need a fundamental review of projection rates
www.moneymarketing.co.uk - We need a fundamental review of projection rates
Sipps can provide safety from bankruptcy rules
www.ftadviser.com - SIPPs can provide safety from bankruptcy rules
PwC survey backs cut in regulator's projection rates
www.moneymarketing.co.uk - PwC survey backs cut in regulator's projection rates
Pensioners who saved diligently for years to see payout income slashed by up to 60%
www.thisismoney.co.uk - Pensioners who saved diligently for years to see payout income slashed by up to 60%
High Court bankruptcy ruling highlights SIPP and SSAS opportunity
Platform provider A J Bell has today highlighted a potential benefit of investing through a SIPP or SSAS following the Raithatha vs Williamson bankruptcy ruling at the High Court.