18% of over 55s to pass tax-free cash from pension to loved ones
Men more likely to do so than women
Author: Fiona Nicolson
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Australia sets up task force to disrupt investment scams
It is an ‘important step towards protecting’ investors in the country
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UK retirees shun decumulation advice
Number of non-advised sales soar by 24%
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What do retail investors need to know about illiquid assets?
Risk appetite, knowledge, experience and amount of wealth all important things to consider
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DB transfer values fall to lowest month-end level for 7 years
93% of cases raised at least one scam warning flag in May
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Emotional support is a key reason for clients hiring financial advisers
Report also found 32% approached IFAs to get them to help with specific financial needs
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Aveni unveils AI platform for financial advice firms
Solution will look to cut admin time down from hours to minutes
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Fintech firm partners with AIB Life to launch hybrid advice solution
This is the first phase of the project between the two companies
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Investors expect double-digit returns amid market turbulence
Brits are the most optimistic, Natixis report reveals
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HMRC rakes in £1.2bn from IHT receipts in two months
13% more than in the same period last year
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Will lack of adviser ESG training spark a mis-selling scandal?
Confusing terminology, no standardised reporting frameworks and greenwashing all could pose a problem
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Over 3 million young Brits set for £225,000 pension pot
But it is not enough for a comfortable lifestyle, says Aviva