Drawdown investment pathways ‘fundamentally flawed’
AJ Bell CEO: It’s ‘a mandate for pension providers to line their pockets by peddling in-house funds’
AJ Bell
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PEOPLE MOVES: Generali, JM Finn, Goldman Sachs
Insurer names hires global head of M&A, while wealth firm names CEO
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PEOPLE MOVES: Utmost, Perspective Financial, Trireme
Life company names Singapore CEO, as wealth group hires acquisitions director
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DFMs don’t expect property funds to re-open
As liquidity issues remain, despite clarity over valuations
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Investment firm unveils adviser fund research service
It will help ‘reduce the time spent trawling through material’
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Should Brits scramble to use tax allowances as budget looms?
Nobody knows when the axe will fall, but it’s expected to come down hard
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UK government plans to reform RPI could cost savers £122bn
People with life insurance, pension policyholders and DB scheme members will be most affected
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UK taxman loses long-running inheritance tax court battle
Ill-health pension transfer not liable for IHT, but HMRC right to charge for ‘omission of benefits’
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UK falls into ‘largest recession ever’
But does the shape of the recovery matter at this point?
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Open-ended property funds will become ‘unappealing’
FCA six-month notice period proposals might ‘spare fund management groups a few blushes’
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‘Common sense’ prevails as pension freedom withdrawals fall 17%
But drop is expected to be ‘a short-term blip’
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IHT receipts fall for the first time in a decade
‘Hard to believe’ that inheritance tax is not ‘under the microscope’ to fill hole in UK budget