Industry news and views from Panacea and our partners.
Budget_
Canada Life: Autumn Statement 2016: all change for the Chancellor
The UK has experienced plenty of political upheaval this year with the EU referendum followed by a change of leadership.
Prudentials special Autumn Statement 2016 WebEx
It's that time of year again when the Chancellor of the Exchequer, Philip Hammond, will deliver his annual Autumn Statement to Parliament. This year, it will take place on Wednesday 23 November.
Prudential planning in 2016/2017
Prudential explores the 2016 Budget and some of the non-pension related opportunities that have arisen.
Prudential: Masterclass WebEx Post-Budget financial planning
Terms of use: Email Template for Account managers to issue to advisers on their panel from their own email.
Axa Wealth: The Budget 2016: What actually happened?
Brian Murphy, financial planning manager, AXA Wealth reflects on what actually happened in the Budget on Wednesday 16 March.
Royal London: 2016 Budget Summary
George Osborne delivered his eighth Budget on Wednesday 16 March 2016. Heres our summary of the proposed changes with links to Treasury or HM Revenue and Customs documents if you would like more detail.
BNY Mellon: Market Mavens: How does the 2016 Budget affect investors?
There were some notable changes in this years spring Budget, from the introduction of a Lifetime ISA to corporation tax cuts. Our investment experts share their reactions.
BlackRock: The budget: encouraging and articulating the importance of saving
We broadly welcome the budget. However, we would like to see further efforts in helping people to rediscover their savings habits.
Scottish Widows: March 2016 Budget Update
The Chancellor of The Exchequer presented his 2016 Budget. Our Financial Planning team has prepared detailed analysis of the announcement which highlights the key impacts for you and your clients.
Aviva Financial Planning Bulletin: Budget 2016 briefing - News Item
Yesterdays Budget was the second from the Conservative government in less than a year.
Aberdeen Asset Management: UK Budget 2016: Ties that bind
The Chancellor could be forgiven for approaching this Budget with a certain weary resignation. It is, after all, his fourth fiscal statement in 12 months. And he will have been well aware that the constraints he always faces on Budget Day have only tightened over the past year.
Prudential: The Budget 2016
On Wednesday 16 March, the Chancellor of the Exchequer, George Osborne, delivered his Budget to Parliament.
Brexit weighs on UK economic growth - Architas Nathan Sweeney
Although the growth forecasts for the UK have been downgraded today the broad fundamentals for the UK economy remain relatively strong, including the latest positive news on unemployment released today. But as the Office for Budget Responsibility has made clear the uncertainty over the UKs membership of the European Union is having an impact. This year we have already seen some market and currency fluctuations as a result of this uncertainty.
Canada Life: Budget statement Webinar 16 March
Its that time again. The Chancellor of the Exchequer will make his Budget statement on 16 March, when he will reveal his proposed changes to taxation, allowances, property and ISA contributions. What is on the horizon for you and your clients? Neil Jones and Sam Newton of Canada Lifes ican Technical Services Team, will bring you up to date.
Prudential: The Budget 2016 WebEx
Its that time of year again when the Chancellor of the Exchequer, George Osborne, will deliver his annual Budget to Parliament. This year it will take place on Wednesday 16 March.
Prudential: The Budget 2016 WebEx
The chancellor of the Exchequer, George Osborne, will stand up on Wednesday 16 March to deliver the Budget to Parliament.
Aberdeen Asset Management: Autumn statement and spending review
UK Chancellor George Osborne set out the state of the economy in the Autumn Statement and spending plans for the next four years in the Spending Review. Below you will find links to analysis and commentary from two of our leading experts.
Prudential analysis on Autumn Statement 2015
On Wednesday, the Chancellor of the Exchequer, George Osborne, delivered his Autumn Statement to Parliament.
Summer Holiday Reading
As the summer holiday season draws to a close its probably time to catch up on the summer reading we may have put off in favour of the latest holiday blockbuster. The Chancellors summer budget on the 9th July and subsequent Finance No2 Bill 2015 has brought more information on some key things affecting the financial planning world.
Prudentials August Oracle Technical now available
Prudentials latest edition is now available - bringing you commentary and insight on topical financial matters that have a technical element to them.
Aegon analysis of the Summer Budget 2015
Aegon analysis of the Summer Budget 2015. During the webinar Elaine Cruickshank, Tax and Trust Manager, and Martin Haggart, Pensions Technical Manager, covered
Fundsnetwork: Personal tax and pensions keeping us on our toes
George Osbornes latest budget announced yet more changes to personal tax and pensions. In case you missed anything, FundsNetworks Head of Tax and Trust Planning, Paul Kennedy, has put together a summary of the main points. Read Pauls views and an overview of the changes.
Royal London: July 2015 Budget Summary
George Osborne delivered his seventh Budget on Wednesday 8 July 2015. As predicted the main change affecting the pensions industry is a reduction in the annual allowance for those with high incomes. However, a potentially greater impact could result from the outcome of the consultation on pensions tax relief. Here's our summary of the changes with links to Treasury or HM Revenue and Customs if you would like more detail
Summer Budget 2015 Prudential has done the analysis for you...
The Chancellor of the Exchequer, George Osborne, delivered his Emergency Budget (also known as Summer Budget) to Parliament.
Summer Budget 2015 Prudential has done the analysis for you...
Yesterday the Chancellor of the Exchequer, George Osborne, delivered his Emergency Budget (also known as Summer Budget) to Parliament. Prudentials Technical Managers have been working hard since then to analyse what this means for you and your clients and you can now read this on the PruAdviser website.
sriServices awarded Highly Commended in Corporation of London Sustainable City Awards
sriServices awarded Highly Commended in Corporation of London Sustainable City Awards.
The UK Budget 2015 is today...
The Chancellor of the Exchequer, George Osborne, will stand up later today for his annual Budget speech.
LV= Retirement Hopscotch Post Budget edition!
Were excited to announce the launch of an updated version of the popular LV= Retirement Hopscotch tool.
Scottish Widows Autumn Statement Update
Following the Chancellors 2014 Autumn Statement we produced a clear and detailed summary of the changes.
Scottish Widows: 2014 Autumn Statement Summary
Recently The Chancellor of the Exchequer, George Osborne, delivered the 2014 Autumn Statement.
Prudential: The Autumn Statement analysis is available...
On Wednesday, the Chancellor delivered his Autumn Statement. Our Technical Managers have been working hard since then to analyse what this means for you and your clients.
Prudential: The Autumn Statement is looming...
It's that time of year again when the Chancellor of the Exchequer, George Osborne, will give his annual Autumn Statement to Parliament. This year, it will take place on Wednesday 3rd December.
Scottish Widows: New Roundtable: Adviser Support Post Budget
The options have changed for clients nearing retirement
LV= Pension Reforms - can you afford not to act?
The radical reforms announced in the Budget have grabbed the headlines and boosted interest in pensions.
Prudential: UK Budget Hub
Prudential recognise that the Government's announcement in the UK 2014 Budget may allow your clients/employees/you greater freedom and control over how pension savings are drawn.
Budget 2014 - Freedom and Choices in Pensions
Please reconsider providing total freedom of access to pension funds, to all those aged over 55 and amend the proposal to require everyone to secure a minimum level of guaranteed income
LV= POST-BUDGET WEBINAR OPPORTUNITY
Our post budget seminar programme was hugely popular and it may be that you missed the opportunity to attend?
TISA: Revenue & Customs Brief 22-14
HM Revenue & Customs issued Revenue and Customs Brief 06/14 (RCB 06/14) to set out its position following the decision of the Court of Justice of the European Union in PPG Holdings BV.
TISA: Project steer from the Treasury on strategic proposals
TISA held a successful seminar yesterday on the key findings from Our Financial Future.
Prudential: The Spring 2014 edition of Oracle
Hello. Welcome to the Spring 2014 edition of Oracle. In this issue we look at different 'at retirement' solutions and explore some of the opportunities that have arisen following the Budget.