Our solution for new qualifying workplace pensions is live.
Find out more about the latest cut in the pension lifetime allowance and watch our video tutorials for information on the key issues affecting your clients.
A programme of enhancements and developments to our investment platform.
We've commissioned independent financial researchers NMG to find out how some of the UK’s top advisory firms achieve success.
03 March 2014
Tax year end cut off dates
Remember to keep an eye on the cut off dates for processing all your tax year end business.
03 March 2014
Changes to Adviser Charging on workplace pensions
Over the last few years our industry has seen a number of defining changes - particularly regarding provision of and charging for advice.
27 February 2014
Tax year end pension planning – a starter for ten
The tax year end has taken on an even greater pension bias this year. Cuts to both the annual and lifetime allowance kick in from 6 April 2014. This triggers a whole range of issues advisers will need to be discussing with their clients. We look at ten things which need to be addressed before April.
25 February 2014
2014 Cornerstone event
A business event for Chief Executives and Managing Directors of key distribution partners.
20 February 2014
Various changes to a fund - the SL Cazenove UK Smaller Companies Life and Pension Funds (BBNJ and AAFB)
We are writing to your clients to tell them about a soft closure, an increase to the additional expense and change of fund name. The underlying fund is changing its name to the Schroder UK Dynamic Smaller Companies Fund and it is no longer accepting new money; it is also increasing the administration charge by 0.09%. Although original investments can stay in our life and pension funds, we will have to redirect all future payments to the SL Schroder UK Smaller Companies Life and Pension Funds.
The information on this site is for qualified advisers only and must not be relied on by anyone else. If you are not an adviser you should go to our main website for information about our products and services.