Prudential
What does fairer, simpler, more transparent trust taxation mean?
With the budget lacking much detail, the financial services industry has been left to ponder what the chancellor actually meant when he said the government will publish a consultation in 2018 on how to make the taxation of trusts simpler, fairer, and more transparent.
Best Practice | 22 Nov 17
Budget: Little pension change a ‘welcome respite’
It is “business as usual” for UK pensions as no major changes were included in the Autumn Budget by chancellor Philip Hammond, although some small tweaks were made to the lifetime allowance, asset management and the personal income allowance.
Latest news | 1 Nov 17
Advisers reluctantly embracing robo-advice
Robo-advice trust, Brexit certainty and profession growth were all major topics covered in Prudential’s latest report on the key issues facing financial advisers in 2017.
Best Practice | 28 Sep 17
New blood lacking in advice industry
Not enough is being done to attract new recruits to the UK financial advice sector, despite increasing optimism that the industry will continue to grow, Prudential has found.
Best Practice | 25 Sep 17
Proceed with caution over pension transfers, FCA told
Advisers need clarity and reassurance on defined benefit transfers, the FCA has been told by the pensions industry in response to its consultation on update existing guidelines around advising on DB transfers.