November 2008
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In this month's issue

How to protect pension funds built up prior to A-Day from the lifetime allowance charge.

Clarification on Investor Protection and the Financial Services Compensation Scheme

Alliance Trust Expands Business Development Team

And more...

How to protect pension funds built up prior to A-Day from the lifetime allowance charge.

With the deadline for protection approaching it is important to ensure that your clients have, where possible, protected their pension funds from the lifetime allowance charge. Click here to watch our webcast


keydorit weinberg

Clarification on Investor Protection and the Financial Services Compensation Scheme

An overview of the firm's responsibilities in relation to the provision of financial services and to clarify the application of the Financial Services Compensation Scheme and what protections your clients' investments and monies held within our accounts are afforded.
Click here to read more.

Alliance Trust Expands Business Development Team

Alliance Trust Savings has appointed Dorit Weinberg as Business Development Manager to liaise with financial advisers in the London area.
Click here to read more.

Also in this issue

Full SIPP change of address procedure

We are changing the way we handle change of address requests for the Full SIPP.
Click here to read more.

Alliance Trust named Best Investment Trust Group 2008 by the investment community

Alliance Trust has been awarded Best Investment Trust Group at the annual Shares Awards held at the Grosvenor House Hotel, London.
Click here to read more.

 

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