Fiona Hanrahan, Senior Intermediary Development and Technical Manager, Royal London In the run up to tax year end your clients will likely be looking to make use of their 2023/24 allowances and reliefs if they haven’t already. If they are looking to pay the maximum into their pension without a tax charge applying,
Shelley Read, Senior Intermediary Development and Technical Manager at Royal London, considers where advisers can find the protection opportunities within the Consumer Duty. A colleague shared a Thomas Edison quote a few weeks ago, which I think sums up perfectly my thoughts on Consumer Duty in the adviser market:
Join Senior Intermediary Development and Technical Managers, Justin Corliss and Shelley Read and earn 60 minutes of CPD. In this webinar, we consider the key differences in different types of workplace pension agreements, recent market findings and the use of salary exchange. From here we take a deeper dive into
Consumer Duty – a protection opportunity for adviser firms? ftadviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ftadviser.com Daily Mail and Mail on Sunday newspapers.
Gregor Sked, Senior Intermediary Development and Technical Manager, Royal London. Whether or not a client’s plan should be written in trust is something every adviser should consider. It could be argued that trusts are one of the most important financial planning tools at your fingertips. After all, if a policy is