SLG LiveSite Portlet

Latest Financial Adviser News

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22 September 2020

Removal of FundZone accounts from ClientView from 24 September 2020

This means you’ll not be able to view FundZone accounts in ClientView and they won’t be included in its integrated Portfolio Analyser.

11 September 2020

Workplace proposition awarded four FTRC gold medals

We're delighted on 11 September 2020 that Financial Technology Research Centre (FTRC) awarded our Auto-enrolment and Workplace Proposition Group Flexible Retirement Plan and DC Master Trust four Gold medals.

01 September 2020

The SL LF Equity Income Pension Fund, formerly the SL LF Woodford Equity Income Pension Fund

We've received the third payment of the proceeds from the winding up of the SL LF Equity Income Pension Fund.

01 September 2020

Wrap platform, Fundzone and Investment Hub downtime

We'd like to let you know that we have planned maintenance scheduled for the Wrap platform, Fundzone and Investment Hub this weekend. The platforms will be unavailable to all users from 7am on Saturday 5 September until 8pm on Sunday 6 September.

31 August 2020

What does the ‘Staveley‘ case mean for pension transfers in ill-health?

The Supreme Court ruling in the long running 'Staveley' case has brought into question HMRC's current approach when determining if IHT is due on a pension transfer made in ill-health.

SLG LiveSite Portlet