Tag Archives: HM Treasury

Bringing down the cost of advice #FAMR

Posted on August 5, 2015 by henry tapper

The Financial Advice Market Review asks whether Britain can bridge the advice gap for those people who “want to work hard, do the right thing and get on in life but do not have significant wealth”, strip out the political … Continue reading →

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WOW – RDR II just broke out!

Posted on August 3, 2015 by henry tapper

The FCA have launched what they call “a major new review looking at how financial advice could work better for consumers”. A quick scan of the Terms of Reference of this Financial Advice Market Review suggests it is as ambitious in … Continue reading →

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Citizen’s Advice- the place to get pension guidance

Posted on October 19, 2014 by henry tapper

George Osborne has announced the Citizen Advice Bureau as the delivery mechanism for face to face guidance over the new pension reforms. The Treasury announcement is here. This doesn’t come as a surprise – CAB had been after the work and … Continue reading →

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“Annuities George, what took you so long?”

Posted on March 22, 2014 by henry tapper

We have failed 1.5m annuitants- what took us so long? Continue reading →

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Lord Hutton, longevity and financial planning

Posted on November 2, 2010 by henry tapper

I would go beyond Lord Hutton’s immediate proposals and suggest that we have a series of key valuation factors for all the various forms of pensions we belong to. These factors would provide a benchmark , deviation from which would be justified by specific, clearly disclosed circumstances.
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Fake tax for the rich, real cuts for the rest

Posted on October 22, 2010 by henry tapper

The Treasury stand accused of faking a £4bn pa tax on 100,000 of the super-rich. George Osborne stands accused of using this fake tax to justify draconian cuts on the wider population.

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