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SAYE, CGT And Eqi Flexible ISA
article Capital Markets

SAYE, CGT And EQi’s Flexible ISA

Wednesday, 29 November 2023

The government reduced the Capital Gains Tax (CGT) Annual Exempt Amount from £12,300 to £6,000 from 6 April 2023 and will reduce it further to £3,000 from 6 April 2024.

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EQ Autumn Statement 2023
article Retirement Solutions

Autumn Statement 2023

Thursday, 23 November 2023

On 22 November, Chancellor of the Exchequer Jeremy Hunt unveiled the government’s latest tax and spending plans saying “we back British business” announcing 110 growth measures which he said would boost business investment by £20bn a year.

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Regulation For Pension Administrators 800X600
article Retirement Solutions

Review Finds Case For Pension Scheme Administrator Regulation

Tuesday, 21 November 2023

An independent review has urged the Department for Work and Pensions (DWP) to assess the case for formal regulation of pension scheme administrators after concluding that the current regulatory engagement provides an ‘unsatisfactory half-way house.’

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article Customer Engagement

The next steps following the Potter v Canada Square verdict on PPI commission claims

Monday, 20 November 2023

With the news that Potter has won their case against Canada Square in the Supreme Court, EQ looks at what actions financial services firms can take to get ahead over the coming weeks and months.

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Regulator To Work More Closely thumbnail
article Retirement Solutions

Regulator To Work More Closely With Pension Administrators

Thursday, 16 November 2023

The Pensions Regulator (TPR) has recently highlighted the key role that administrators of pension schemes play in protecting savers and said it will be changing its regulatory approach in order to establish a closer working relationship with pension administrators.

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Equiniti And Gaming Reforms
article Customer Engagement

Betting and Gaming Sector: Prioritising Customer Well-Being Through Effective Complaints Management

Thursday, 9 November 2023

We look at 10 ways in which gambling firms can use complaints data to meet regulatory obligations, allow them to prioritise customer well-being, and take steps to mitigate the potential negative impacts of their services. 

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