Articles by Kyle Caldwell

Chancellor Philip Hammond rules out pensions tax taper reform

Friday, 24 May 2019 | News

The unpopular pensions tax taper system is here to stay. 

Watchdog warns on 'high risk' peer-to-peer Isas being promoted alongside Cash Isas

Thursday, 04 April 2019 | News

The Financial Conduct Authority (FCA) has warned that mini-bonds and peer-to-peer loans held within the Isa wrapper are “high risk”.

Helena Morrissey: fund management industry 'hides behind compliance' when it comes to jargon

Tuesday, 02 April 2019 | News

Dame Helena Morrissey, head of personal investing at Legal & General, has called on the fund management industry to speak in plain English to help consumers. 

Turn to investment trusts for inflation- busting results

Wednesday, 10 April 2019 | Article

Over the next few years, interest rates are expected to gradually move higher, but savers should not bank on savings rates becoming more generous overnight.

Spring Statement 2019: the UK economy is in rude health, but only if a no-deal Brexit is avoided

Wednesday, 13 March 2019 | News

Against a backdrop of continued uncertainty over what shape and form Brexit will take, Chancellor Phillip Hammond used his Spring Statement to reassure both consumers and business that the UK economy is in rude health –...

Ditch the jargon so investors know what they are buying, City watchdog tells fund managers

Tuesday, 05 February 2019 | News

The Financial Conduct Authority has called on fund managers to explain more clearly what their funds are doing, using consumer-friendly language.

Cap the tax-free pension lump sum to help pay for public services, says think tank

Friday, 04 January 2019 | News

The tax-free pension lump sum, pensions tax relief and inheritance tax breaks should all be reined in to help pay for public services, a leading think tank has proposed. 

Pensions dashboard launch set for 2019, but without state pension information

Tuesday, 04 December 2018 | News

The first pensions dashboard will be launched in 2019, but state pension data will not be available straight away.

UK state pension should be means tested, says International Monetary Fund

Friday, 23 November 2018 | News

The International Monetary Fund (IMF) has called on the UK government to consider means-testing the state pension.

Hundreds of thousands of families needlessly filling in inheritance tax paperwork

Tuesday, 11 December 2018 | News

The Office for Tax Simplification (OTS) has called on HMRC to reduce or remove the requirement to submit inheritance tax forms for smaller or simpler estates