We would love to talk to you if you are looking to progress your career and have the relevant experience to fulfil the role of IFA Administrator. To be successful you will need: Practical experience and knowledge of an IFA environment and financial planning Experience of an office administration support role To be able to… Read more »
Rutherford Wilkinson operations director Trevor Clark answers readers’ Your Money queries in the Journal on the pensions advice allowance and the tax implications of selling an inherited property. If you have a question about any aspect of financial planning you would like Trevor to answer, please email it to: firstname.lastname@example.org. Q: I think the pensions advice… Read more »
Costs paid to active fund managers, which charge higher fees due to the operational costs of this management, have been under increasing pressure as these firms compete with low-cost passive managers for market share. Since 2005, passive funds have experienced nearly fivefold growth and now represent around 23% of the assets under management in the… Read more »
Merry Christmas and Best Wishes for 2017 from all at RW. This year rather than sending out cards to our clients we have chosen to make a donation to a great charity Pathways4All’s – Tim Lambs Children’s Centre – take a look at their fabulous work here.
Pension’s Triple Lock to stay for now; NS&I 2% savings bond; Money purchase annual allowance (MPAA) reduced to £4,000; Restrictions on salary sacrifice; Consultation on banning pension cold calls Triple Lock, MPAA reduction and consultation on Cold calling ban The Herald, Pensioners to keep triple lock but reform is on the horizon, 26th… Read more »