Retirement Income Masterclass
Ros ran this Masterclass for Asset TV. You can view the video.
Autumn Budget 2024: Reeves scraps British ISA plans
Ros is quoted by CityAM commenting on the Budget decision to scrap the British ISA. ( link to pdf )
British Isa brings investors an extra £5k tax-free to boost UK shares
Ros was quoted by This IsMoney welcoming the Chancellor’s announcement of a special ISA allowance for investors to support British investments. ( link to pdf )
Pensions and savings reforms to help back British growth
The Independent quotes Ros welcoming suggestions of a British ISA in the March 2024 Budget and also requirements for pension funds to declare their UK holdings. ( link to pdf )
Fund managers renew calls for British ISA ahead of Spring Budget
Ros is quoted in Investment Week as part of a large group of industry leaders calling for a British ISA product to be launched in the Budget, that would require investors to support UK markets, if they want the tax breaks.
Pension savers pushed to ‘edge of despair’ over company collapse
Ros is quoted in the Financial Times calling for better protections for SIPP investors following the collapse of Hartley Pensions, costs being suffered by customers and delays in transferring to other providers.
Autumn Statement should ‘channel Isa funds into domestic markets’
Ros is quoted in FTAdviser calling for measures to boost domestic investment in UK growth including ensuring tax reliefs for ISAs and even pensions are directed to British investments. ( link to pdf )
Trust industry backs British ISA but warns on cost disclosure issue
Ros was quoted by Citywire calling for more money in ISAs and pensions to be channelled into domestic investments – and explaining the potential benefits of investment trusts.
How the Government can help revive a savings culture in this country – Ros Altmann
Yahoo reports Ros’ calls to make it more worthwhile for savers to set money aside by ensuring they are not over-taxed FT Adviser quotes Ros’ work in leading the Extension of Auto-enrolment Bill through the House of Lords to help younger workers and low earners have better pensions. ( link to pdf )
Come on Jeremy, give savers a tax break! We’re asking the Chancellor to double the tax-free interest allowance from £1,000 to £2,000
Ros is quoted by MoneyMail supporting their campaign to double the tax-free interest threshold for savers.