ISA

The government is inviting views on bringing peer-to-peer loans within the scope of ISA qualifying investments, and making advice on them a regulated activity.

The changes to pension provision announced in the Budget are far reaching. But in order to access a fragmented pensions market, advisers need to give equal importance to the underlying solution, as well as the method of delivery according to Harry Kerr....

AIM shares in ISAs: The impact of the rule change one year on

If a client came to you in this situation how would you deal with them? David Trenner sets the case study and provides a model answer.

A think tank has called for Chancellor George Osborne to create a single "lifetime ISA" by 2017, saying recent changes to ISAs are not enough to spark a savings culture.

What should clients do with their extra allowance?

A disgruntled IFA has vowed to shun Fidelity's Fundsnetwork platform after a client's re-registration got cancelled for the third time.

The New Individual Savings Account (NISA) regime is soon coming into force. But how can it be used in retirement planning? Fiona Murphy finds out.

While the amount of flexibility available in pensions has increased since the Budget is there room for more? Neil MacGillivray looks to the ISA world for inspiration.

Fiona Murphy asks: What do the sweeping changes introduced in the Budget mean for financial advisers?