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22 May 2017

FATCA/Common Reporting Standard (CRS) Customer Mailings

The following statutory mailings are scheduled to be issued in the coming weeks and will be sent directly to the customer as required by the “International Tax Compliance Regulations 2015”. To support you in dealing with any customer queries, details of the communications and copies of the customer letters can be found below.

10 May 2017

Partial DB transfers – the best of both worlds?

Could a partial transfer of DB rights be the perfect solution for those caught between needing some of the security of their DB promise, and the income flexibility and estate planning opportunities offered by modern DC arrangements?

09 May 2017

Standard Life and Aberdeen Asset Management – update

Today, we have published a shareholder Circular and Prospectus for the proposed merger of Standard Life and Aberdeen Asset Management.

28 April 2017

MPAA and Dividend Allowances cuts delayed as Finance Bill trimmed

Some elements of the Finance Bill will not go ahead as planned, as a consequence of the early general election. With Parliament due to be dissolved on 3 May, it was deemed that there was insufficient time to get the current Finance Bill in its entirety onto the statute book.

27 April 2017

Update to SL Schroder Life Intermediated Diversified Growth Pension Fund description.

Schroders changed its inflation benchmark from RPI +5% to CPI +5% on 24 February 2017. We’ve updated our fund description to reflect the change.

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