We had guided the individual but he was single and didn’t feel the pressing need to take actions to mitigate what tax was applicable for the benefit of more distant beneficiaries

According to the latest Office for National Statistics (ONS) population estimates, the next six years will also see consistently high numbers of people (exceeding 900,000 annually)

he FCA has announced a ban on “contingent charging” as part of a package of measures to address “weaknesses” across the defined benefit (DB) pension transfer market.

Is it a ‘bear (or temporary) market rally’? Whilst apparently the majority of fund managers think it is, I sense this time they may be wrong.