Monthly Archives: April 2008

  • Commission sharing on pensions

    You are probably aware that you can’t directly hand back commission arising from any movement of pension funds, but in case you have difficulty in tracing exactly where this comes... Read more.

  • PEP / ISA changes

    Don’t forget the revised ISA limits post budget – maximum £7,200 in stocks and shares less any sums put into cash (which can now be up to £3,600 per annum).... Read more.

  • Revised suitability letters – now available!

    Following on from the budget earlier this month, we’ve amended some of the suitability letters to reflect the changes in the budget, mainly affecting ISA’s and pensions. Revised copies of... Read more.