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Latest Financial Adviser News

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28 November 2017

The SL JP Morgan Global Property Life and Pension Funds are closing.

We’re closing SL JP Morgan Global Property Life and Pension Funds on 8 December 2017.

22 November 2017

Autumn Budget 2017 - what it means for you and your clients

There were no significant tax or pensions changes in today's Budget that will have any impact for you or your clients. This means advisers can continue to plan for the tax year ahead with confidence and clarity.

07 November 2017

New fund name and description for SL Rathbone Recovery Life and Pension Funds

We've changed the fund name and description of the SL Rathbone Recovery Life and Pension funds.

01 November 2017

LTA set to increase by £30K - but when will your client’s funds be tested?

The announcement of the 3% September CPI means we can hope to see a LTA of £1,030,000 from April 2018. This is a welcome increase in pension allowances for the first time in 7 years.

26 October 2017

Important information about your clients' SIPP accounts - reminder

We've recently conducted our regular review of our SIPP charges.

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