The past few months have been a whirlwind for many New Zealanders. From devastating weather events to rising costs of living pressures, it’s been a hugely challenging start to 2023. But the promise of a new financial year brings the chance for small business owners to reset their work routines – creating new habits, goals […]
Archives for March 2023
Rob Sandrew of Integrated Partners on hitting the industry’s constantly moving targets
Scams against retirees soared to ‘crisis’ levels in 2022
Weekend Reading For Financial Planners (March 18-19)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that just weeks after introducing its own self-clearing platform, RIA custodian Altruist announced this week that it is acquiring fellow custodial platform Shareholder Services Group (SSG), a move that will make the combined RIA custodial platform […]
Editor’s Comment: A radical Chancellor?
This year’s Budget has baffled me more than most. I still cannot get my head around why a seemingly highly conservative Chancellor Jeremy Hunt threw out a decade of pensions taxation policy and effectively said “to hell with it.” Scrapping the LTA, and significantly increasing other pensions saving allowances such as the Annual Allowance by […]
T3 2023 news: Altruist buys SSG, Envestnet upgrades MoneyGuide and more
SIPP provider in default after nearly 500 claims
SIPP provider DAC Pensions – which had more than 600 clients and nearly £27m in assets under administration – has been declared in default by the FSCS, opening the door to compensation claims. The FSCS said it had received 482 claims against DAC Pensions (FRN 774721), all connected to SIPPs. So far, four of the […]
Women winning 35% of senior jobs in financial services
A report for the Treasury-backed Women in Finance Charter suggests that women are continuing to gain more senior roles in financial services, with female executives now holding 35% of senior roles. The figure is an increase on the 33% recorded in 2021 and 2022. {loadposition hidden2} This year’s Women in Finance Charter report reveals […]
Get set up for the new tax year with Xero Payroll
Small businesses in the UK have shown tremendous resilience over the last few years. We know it can be hard to run a small business, even without all the global and economic uncertainties. That’s why we have prepared some resources to guide you through a frictionless payroll year end, and be ready for the start […]
