Billy Mackay looks at the FSA’s final guidance on Traded Life Policy Investments – a form of investment that it regards as being complex, high risk and unsuitable for the vast majority of retail clients. He also describes a number of crucial changes arising from the FSA’s policy statement on Pension Transfer Value Analysis assumptions for defined benefit transfers, before examining the recent code of practice relating to incentive exercises.
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A different approach to staying informed.
Information on Traded Life Investments and DB transfers
TalkTechie
7 December 2011
Andy Bell, CEO A J Bell, provides an update on a range of tax year end opportunities and regulatory challenges facing the industry.
28 July 2011
Malcolm Gordon, Business Development Director provides an update on Sippcentre’s new platform launch.
27 July 2011
Billy Mackay, Marketing Director looks at the background to the recent Sippcentre platform launch and the likely implications for platforms from the FSA’s Consultation Paper CP10/29.
26 July 2011
Andy Bell, CEO A J Bell looks at the pension rules and opportunities introduced by the Finance Act 2011.
22 March 2011
Billy Mackay, Marketing Director, A J Bell highlights one of the year end planning opportunities for investors with a reduced personal tax allowance.
22 March 2011
Billy Mackay, Marketing Director, A J Bell highlights the income opportunities for investors looking to draw a pension income in the next 5 years.