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  2. Self-invested personal pension - Wikipedia

    en.wikipedia.org/wiki/Self-invested_personal_pension

    The maximum was £255,000 for the 2010/11 tax year but the 'Annual Allowance' for all pension contributions was decreased to £50,000 for tax years 2012/13 and 2013/14, and was decreased further to £40,000 starting with the 2014/15 tax year. [7] The SIPP provider claims a tax refund at the basic rate on behalf of the customer (i.e. you pay £ ...

  3. Personal pension scheme - Wikipedia

    en.wikipedia.org/wiki/Personal_pension_scheme

    The annual allowance for the tax year 2008/09 was £235,000, but it was reduced to £50,000 for tax years from 2011/12 and was further reduced to £40,000 from the 2014-15 tax year. [1] An individual can put in higher amounts if they wanted to, but would not be allowed to claim tax relief on the surplus.

  4. Barclays Wealth - Wikipedia

    en.wikipedia.org/wiki/Barclays_Wealth

    Barclays Wealth Management is the wealth management division of United Kingdom based Barclays bank.In 2013 the division was restructured to work more closely with retail and corporate banking divisions.

  5. Mutual Fund Fees and Expenses: A Beginners’ Guide - AOL

    www.aol.com/finance/mutual-fund-fees-expenses...

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  6. Barclays recommends investors stay engaged while monetary ...

    www.aol.com/2013/09/26/barclays-recommends...

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  7. Financial Services Compensation Scheme - Wikipedia

    en.wikipedia.org/wiki/Financial_Services...

    The Financial Services Compensation Scheme (FSCS) is the UK's statutory compensation scheme for customers of UK authorised financial services firms. This means it can step in to pay compensation if a firm is unable, or likely to be unable, to pay claims against it.

  8. Management fee - Wikipedia

    en.wikipedia.org/wiki/Management_fee

    Management fees typically range from 1% to 4% per annum, with 2% being the standard figure. [citation needed] Therefore, if a fund has $1 billion of assets at year-end and charges a 2% management fee, the management fee will be $20 million. Management fees are usually expressed as an annual percentage but both calculated and paid monthly (or ...

  9. Refund anticipation loan - Wikipedia

    en.wikipedia.org/wiki/Refund_anticipation_loan

    In the United States prior to the 2013 tax filing season, taxpayers could apply for a refund anticipation loan through a paid professional tax preparation service, where a fee is typically charged for the preparation of the tax return. Internal Revenue Service rules prohibit basing this fee on the amount of the expected refund. [5]