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Pension’s simplification (Created:
1st August 2005) |
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You will be aware that on the 6th April 2006 (“A day”), a new tax regime for pensions will replace all the existing structures with a single unified regime.
Presently there are numerous rules governing pensions, depending on whether the scheme is an employer based occupational scheme or an individual pension such as a personal pension or Retirement Annuity Contract. The current rules vary acco
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Claims Waiting To Happen? (Created:
1st April 2005) |
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What is often costly for both IFAs and PI Insurers is when the press reports on a financial matter in a dramatic and alarmist way, creating uncertainty in the minds of our clients. This can often result in a client who has received good advice making a complaint to the IFA which, whilst this might subsequently not be upheld, causes loss of time and income investigating the original advice.In my vi
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Notification of Claims and Circumstances (Created:
1st April 2005) |
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The early notification of claims is essential to enable efficient resolution of claims. It is also required under the terms of your policy. It is important that you notify us as soon as you become aware of claims by third parties against you or of circumstances which could lead to a claim. This newsletter lists situations which should be notified to us and explains some of the practical aspects
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