Monthly Archives: October 2009

  • And just for fun

    We had to smile when researching exactly what defined an “unregulated collective investment scheme”. Thinking we’d go straight to the source of all wisdom on this, the FSA handbook glossary,... Read more.

  • Complaint data published by Financial Ombudsman Service.

    We thought this made interesting reading. For the first time FOS has published figures relating to individual named firms. The figures cover the period from 1st January to 30th June... Read more.

  • Retail Distribution Review (RDR)

    There’s been a fair amount written about the RDR over the last few months but probably one of the more helpful documents was published by the Prudential. It helps set... Read more.

  • Pensions Update

    Many clients may be unaware of changes to the minimum age at which they are able to take their benefits. Currently the minimum age at which they can take benefits... Read more.

  • Revised ISA Limits

    With effect from Tuesday 6th October, ISA limits increased to £10,200, of which up to £5,100 can be saved in cash with a cash ISA provider. This increase applies to... Read more.