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Digital Edition Archive - Money Marketing
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When and how chargeable gains are taxed | Money Marketing
网页2018年5月23日 · Let’s consider Sally, who holds both UK and international bonds and in the tax year 2018/19, has non-savings income of £11,850. In August 2018 she decides to surrender her UK bond, producing a ...
Old Mutual Wealth platform rebrands to Quilter - Money Marketing
网页2021年6月14日 · Quilter, the UK-based financial services group, has renamed its platform business from Old Mutual Wealth to Quilter. The platform, which manages £64.3bn of customer investments, is now supported ...
Steve Webb: Here’s where to expect pension reform under Labour
网页2024年7月29日 · The new Labour government is likely to review pension tax relief, but avoid radical changes that would affect many voters. The article discusses the possible options and challenges for the new ...
Are capacity-for-loss assessments up to scratch?
网页2021年2月23日 · Back in 2017 the FCA defined capacity for loss as “the customer’s ability to absorb falls in the value of their investment. If any loss of capital would have a materially detrimental effect on ...
Events - Money Marketing
网页Money Marketing events are the industry's premier series, shaping the future of finance. Our diverse formats cater to your needs, empowering individuals and organisations worldwide to tackle ...
Hargreaves Lansdown accepts £5.4bn takeover bid
网页2024年8月9日 · Hargreaves Lansdown has accepted a £5.4bn cash offer from a private equity consortium. The investment platform said the deal would accelerate its transformation plan and improve its proposition ...
WTW criticised over ‘shocking’ pension schemes administration
网页2022年3月10日 · WTW, which rebranded from Willis Towers Watson, manages workplace pension schemes for Lloyds Banking Group and others. Pensioners and advisers complain of bad administration, poor communication ...
Nucleus buys Curtis Banks in £242m takeover - Money Marketing
网页2023年1月6日 · Nucleus Financial Platforms, a leading adviser platform group, has acquired Sipp provider Curtis Banks Group in a cash deal. The acquisition will create a retirement-focused platform with £80bn ...