13th June 2008
Latest news from AEGON Scottish Equitable
Latest news from AEGON Scottish Equitable
FSA issues Interim report
On 29 April, the Financial Services Authority (FSA) issued an Interim Report on the Retail Distribution Review (RDR). Francis McGee highlights a number of new things think about, when it comes to designing a business model for the post-RDR. This will help you work you way through the issues and start to address the big questions for your business.
Guide to CGT changes
While the recent capital gains tax changes have meant bonds don't have quite the clear-cut advantages they used to, they could still give your clients the financial edge over unit trusts and open ended investment companies (OEICs). Why not visit our new dedicated support zone to find out more?
On 29 April, the Financial Services Authority (FSA) issued an Interim Report on the Retail Distribution Review (RDR). Francis McGee highlights a number of new things think about, when it comes to designing a business model for the post-RDR. This will help you work you way through the issues and start to address the big questions for your business.
Guide to CGT changes
While the recent capital gains tax changes have meant bonds don't have quite the clear-cut advantages they used to, they could still give your clients the financial edge over unit trusts and open ended investment companies (OEICs). Why not visit our new dedicated support zone to find out more?
Resources include:
- factsheets outlining the recent changes
- flowcharts showing how the changes work in different circumstances
- case studies demonstrating how bonds can still offer a financial edge over unit trusts and open-ended investment companies
Take a look at our ‘Budget changes and bonds’ support zone.
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