UKLTA Tech Demo event | 13th July | 13.00-15.00
Join the UKLTA’s DEMO committee for their latest Tech Demo event. Hosted by David Baskerville (Baskerville Drummond), Lisa McClory (Fractal Knowledge) & Caroline Galek (vLlex) Featuring LIVE product demonstrations from UKLTA members: Tigereye Alpha Legal RBRO Solutions Virtual Signature This session will be themed around eSignature solutions and best practice. Registration is FREE, and open […]
LPA delays: in conversation with the OPG
In March 2022, The Best Foundation prepared and sent an open letter signed by nearly fifty estate planning professionals to the OPG setting out the difficulties many estate planning professionals continued to experience when trying to register LPAs on behalf of clients. In response to the open letter, the Public Guardian and Deputy Director of […]
DWP issues Transfer Regulations clarification to stop delays
The DWP and the Pension Regulator have issued a joint statement and amended guidance on transfer regulations introduced in November 2021. The Occupational and Personal Pension Schemes (Conditions for Transfers) Regulations 2021 which were introduced in November last year give providers the right to refer the customer for guidance or even refuse a transfer if […]
New research reveals growing retirement wealth held in property
New research from Aviva has revealed the increasing importance of the role of property wealth in retirement planning. The research looked into levels of spending, saving and attitudes towards funding retirement in the over 45s. The study also looked at property, and whether the thriving market has affected people’s attitudes towards their property wealth, and […]
PIMFA calls for British Steel Pension Scheme members to be compensated
PIMFA, the trade association for the wealth management, investment services and the investment and financial advice industry, has called for members who were wrongly advised to transfer out of the of the British Steel Pensions Scheme to be transferred into the Pensions Protection Fund in order to ensure that they are able to receive a […]
Boris Johnson resigns as Conservative leader
Boris Johnson resigned as Conservative leader on Thursday – though it is believed he will remain in post as Prime Minister of the United Kingdom until Autumn. Johnson made a statement outside Downing Street to confirm his resignation, signalling the end of an acrimonious effort by his own MPs and Cabinet to unseat their Prime […]
The inner workings of probate property – Today’s Wills and Probate Podcast
For probate practitioners the sale of property left as part of an estate can be complex. Lengthening timescales, beneficiary conflict, property clearances are just some of the often arduous parts of the task. In this latest Today’s Wills and Probate podcast host David Opie speaks with Property Solutions Group’s Managing Director Barry Mattock and Group […]