Investor marketing restrictions could hit pension pots

January 4, 2019 | Marc Shoffman

FINANCIAL planning expert Anthony Carty has warned that proposed marketing restrictions could deter investors from the peer-to-peer lending sector, depriving people of a decent source of income for their retirement.

The City watchdog has proposed introducing appropriateness and categorisation tests … Read More

Everything you always wanted to know about tax but were afraid to ask

February 12, 2018 | Marc Shoffman

THE UK tax code is reportedly 12 times the size of the King James Bible at more than 10 million words, and while not all is relevant to peer-to-peer platforms and investors, there is plenty that baffles the sector.

Tax … Read More

Irish P2P lender Linked Finance partners with pension providers

September 7, 2017 | Marc Shoffman

IRISH peer-to-peer lender Linked Finance has entered the pensions market.

The business lending platform, which offers investors rates of six to 17.5 per cent a year, has partnered with five pension trustee services to allow lenders to hold P2P loans … Read More

OFF3R launches new SIPPS portal

August 24, 2017 | Kathryn Gaw

OFF3R has launched a new channel dedicated to Self Invested Personal Pensions (SIPPs), the tax-free vehicle for pension savings.

The investment aggregator’s SIPPs portal launched on Tuesday 22 August with an initial list of three pension providers: Hargreaves Lansdown, IG, … Read More

TISA lobbies for P2P inclusion in SIPPs amid advisor outreach

June 13, 2017 | Kathryn Gaw

THE TAX INCENTIVISED SAVINGS ASSOCIATION (TISA) is lobbying both HMRC and the FCA to include P2P investments in self invested personal pensions (SIPPs), as it continues to reach out to financial advisors on behalf of the industry.

Jeffrey Mushens, technical … Read More

BondMason focusing on pensions over IFISAs

March 31, 2017 | Marc Shoffman

PEER-TO-PEER investor BondMason is backing the pension market as a bigger area for its growth than Innovative Finance ISAs (IFISA).

The platform is working with the Financial Conduct Authority to get IFISA approval but says its main focus is actually … Read More