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Elaine Turtle: Key things clients need to consider as the tax year ends

Tax year-end can feel a little like groundhog day each year, and no matter how much you speak to clients about planning for the...

TPT sends off master trust authorisation application to the regulator

TPT Retirement Solutions has submitted its master trust authorisation application to The Pensions Regulator (TPR), joining 11 other master trusts who are awaiting a...

‘All SIPP providers will have to charge for due diligence’ – Rowanmoor

Self-invested personal pension (SIPP) providers will have to start charging for due diligence because offering it for free is unsustainable,...

Mercer Master Trust applies to TPR as ‘tsunami’ of last minute submissions expected

Mercer Master Trust has sent off its authorisation application to The Pensions Regulator (TPR) taking the total number of submissions received and...

Defaqto names Royal London as advisers’ preferred pension provider

Royal London has emerged as the preferred provider among financial advisers in Defaqto's annual review of the service delivered by...

Andy Woollon: Why pension planning should be a family affair

The end of the tax year is a good opportunity for advisers to reinforce their value to clients, especially when it comes...

SEI submits authorisation application to TPR

SEI has submitted its master trust authorisation application to The Pensions Regulator (TPR) with just a few weeks left until the deadline.

Standard Life referred to FCA enforcement over non-advised annuities

Standard Life has been referred to the Financial Conduct Authority (FCA) enforcement division over issues identified around its non-advised annuity...

Neil MacGillivray: You can lead a horse to water but …

As we approach the end of the tax year, advisers' attentions are drawn to maximising clients' ISA and pension contributions....

Xafinity drops SIPP prices alongside technology upgrade

Xafinity SIPP and SSAS has implemented reduced prices for its SimplySIPP and introduced an new online application form for financial...

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