SLG LiveSite Portlet

Latest Financial Adviser News

SLG LiveSite Portlet

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Reminder - it's easy to keep track of your Transfer requests online

You can track progress on the transfers you've requested on Wrap via the platform and via Adviserzone for non Wrap pensions business.

  

10 things advisers need to know about the residence nil rate band

Your clients could save as much £140,000 in IHT when the family home passes to children on death. The new IHT Residence Nil Rate Band (RNRB) will be introduced in April 2017. It's in addition to an individual’s own nil rate band of £325,000, and conditional on the main residence being passed down to direct descendants (e.g. children, grandchildren).

04 February 2016

Foreign Account Tax Compliance Act (FATCA)

The Foreign Account Tax Compliance Act (FATCA) means that we are now responsible for identifying where customers are tax resident.

04 February 2016

We’re improving the tax efficiency of four of our SL Vanguard pension funds

We're making some changes to the SL Vanguard FTSE funds with an aim of improving their investment performance.

04 February 2016

Adviserzone Article Fee Holiday

Normally when a ‘Good to Go’ workplace scheme is set up a monthly employer fee is charged as soon as the first member is enrolled into the scheme. At the moment we’re offering a monthly employer fee holiday to anyone who sets up a workplace pension with us between 28 January and 30 April 2016 inclusive.

SLG LiveSite Portlet