October 2009

This is a non exhaustive list of news items which may be relevant to wrap platform providers and the providers of products which typically sit on the platforms.

HMRC

Offshore

Draft statutory instrument plus guidance
Updated list of distributing offshore funds
Draft guidance re new legislation

Investment Trusts

Draft guidance including meaning of securities

Pensions

Online user guide

CTF

Updated key features
CTF bulletin No 38
CTF bulletin No 37
Updated factsheet re CTF legislation

DWP

Pension

Request for evidence re default retirement ages

These items were all posted during October 2009; whilst all links were tested at the time they were included no guarantee can be made as to how long they will continue to function.