We are starting to see some information being published about the proposed tax rates changes to those people who are classed as living in Wales. From April 2019, the Welsh Government will set the rate of income tax for Welsh resident taxpayers but this will continue to be collected by HMRC. This means that people […]
SRIT, SDES and Deltas expanding Team! Attached is our Newsletter so that you can read more.
Strategic partnerships, new appointments and software as a service! Attached is our Newsletter so that you can read more.
We have partnered with wealth management fintech firm, JHC Systems (JHC) to offer integrated SIPP functionality to its JHC Figaro (Figaro) clients. The partnership means JHC clients can administer SIPPs cost effectively within Figaro via our leading edge Platinum~Pro technology. Given the recent changes to pension drawdown rules, the partnership will enable the wealth management […]
http://www.pensions-expert.com/Special-Features/The-Cut/The-risks-of-poor-data-governance
Fraser Bircher, who works in our Client Support Team has been awarded the Customer Service Level 2 Apprentice of the Year 2017 award by Coventry & Warwickshire Chamber of Commerce Training. He was amongst nine award winners recognised for their outstanding achievements over the past year. Fraser’s tutor Christine Cusick explained that ‘Fraser was motivated […]
http://www.pensions-expert.com/Law-Regulation/Industry-reaps-rewards-of-apprenticeship-programmes-but-challenges-remain
Delta – Online access to pension cash just months away
Iain Taits appointment is in the news; http://www.professionaladviser.com/professional-adviser/news/3004117/ex-james-hay-cio-joins-sipp-tech-provider
Claire Court comments on the use of technology in relation to the FCA’s latest call for increased due diligence; http://www.professionaladviser.com/professional-adviser/news/3003253/non-standard-sipp-investments-unnecessary-for-most-clients-say-providers?utm_medium=email&utm_campaign=IFA.Update_RL.EU.A.U&utm_source=PA.DCM.Editors_Updates&im_edp=redleafpr.com