St. James’s Place to exit property market after 20 years
Decision to shutter its property funds follows a ‘challenging period’ for the sector as a whole
pensions
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Invesco eyes ‘opportunities for positive change’ in UK pensions
Firm partnered with NMG Consulting to conduct an extensive retirement study
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Fidelity to add private assets to £16.9bn pension scheme strategy
Investments will be made via Fidelity’s first Long-Term Asset Fund (LTAF)
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Chancellor to unveil plans to merge local government pensions into ‘mega funds’
Reforms will see the £360bn of assets in 86 local government pension schemes pooled into eight ‘mega funds’
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Fulcrum to launch private markets LTAF
LTAF to be offered with a flat fee launching 29 November
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Budget leaves advisers facing 70.5% tax raid on clients
‘Massive’ impact on some families
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Autumn Budget 2024: Ten key takeaways
Autumn Budget brings changes to capital gains tax, employer’s National Insurance and debt policy restructure
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Autumn Budget 2024: Pension tax-free lump sums come through Budget unscathed
Fears the the tax-free rate would be slashed did not materialise
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Aegon calls on chancellor to scrap ‘damaging pension cash grab’
The company has published some recommended ‘pension tax principles’
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AJ Bell: 99% of advisers have clients worried about Budget changes including CGT raise
The platform is calling on the government to commit to a ‘Pensions Tax Lock’
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Pensions minister says MoneyHelper dashboard to be available before commercial options
Pension schemes must connect to the dashboard ecosystem by October 2026
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‘Bittersweet’ 4.1% state pension rise confirmed as inflation dips
Payments to increase from £169.50 to £176.45, or £9,175.40 a year