He has developed particular knowledge of the DC pensions market and regulations. This includes streamlined auto-enrolment solutions for SME businesses.
Phil’s experience and clear advice have helped him develop trusted working relationships with paternal UK businesses of varying sizes.
The latest Individual Savings Account (ISA), the Lifetime ISA (LISA), launched on 6 April 2017 and is designed to help individuals buy their first home or save for retirement.
The Scotland Act 2012 gives the Scottish Parliament the power to set the Scottish rate of income tax. As a result, since 6 April 2016, Scottish taxpayers have been subject to lower rates of UK income tax.
The Pensions Regulator (TPR) has today published an overhaul to its DC Code, following a period of consultation. We take a look at what's changed and highlight the areas you should look out for.