Elaine Turtle, Director at DP Pensions, discusses the FCA’s recent guidance consultation as they are keen to hear more about what firms are already doing in terms of activities, policies and processes regarding vulnerable customers.
Elaine Turtle, Director at DP Pensions, discusses a case of three brothers who held a SSAS together and were faced with a difficult decision when they were approached to sell some commercial property they owned through their pension.
Elaine Turtle, Director at DP Pensions, discusses the FCA’s proposed rules on investment pathways.
Elaine Turtle, Director at DP Pensions, discusses that for advisers and their clients, the start of the new tax year sees a number of key changes, some positive and some not so positive. The changes range from increased tax-free personal allowances, changes to inheritance tax and the buy to let regime. For those in the SIPP sector, the most important areas are…
Elaine Turtle, Director at DP Pensions, discusses how they see the next three decades panning out for the product and its providers.
With the end of tax year fast approaching, Elaine Turtle, Director at DP Pensions, reminds readers of the key things clients need to consider to avoid missing out on tax relief.
Elaine Turtle, Director at DP Pensions, discusses the FCA’s recent policy statement issued in response to the consultation it carried out in June 2018 on retirement outcomes. The policy statement focuses on three key areas: how we can all improve the communications sent to consumers before they access their pension pot, ensuring consumers have accessed the support or guidance that they need and the provision of investment pathways for non-advised consumers entering drawdown.
There is much for pension providers to come to terms with in the FCA’s Policy Statement and the accompanying consultation paper, says Geoff Buck, associate director, DP Pensions. He considers the 3 major changes arising from the paper.
Elaine Turtle, Director at DP Pensions, looks at the misconceptions and practicalities when dealing with pensions in a divorce case.
Metro Bank issued a trading update in advance of its full year results, which will be announced on 27th February 2019. The reason being that the bank needed to set aside additional capital against a portion of its commercial loan book. Metro Bank have confirmed there is no suggestion that the loans are underperforming in any way but the move to increase capital is in order to meet regulatory requirements.
This statement can be found here https://www.metrobankonline.co.uk/about-us/press-releases/news/metro-bank-announces-fy-2018-results-preview-and-trading-update/
You can also listen to a recording of a telephone call held on the morning of 24th January 2019 with Craig Donaldson (CEO) and David Arden (CFO) with some of their existing shareholders and analysts. The call provides clarity on the trading announcement, and the Q&A after will no doubt provide you with answers to any questions you may have.
To listen to the call, please dial Dial: +44 333 300 0819 and enter the PIN: 301277227#
Should you have any further questions please do not hesitate to contact us or speak to your financial adviser.
Information about financial services compensation limits for banking products can be found at https://www.fscs.org.uk/what-we-cover