Advisers list three client barriers to trusts
New research by Quilter shows lack of client understanding as main limit to advisers’ recommendations
Author: John Lappin
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AMP sells Australian life and advice business to Resolution
Company shares fell by a quarter after a deal was announced
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Annual drawdown review should consider de-risking with annuity
Retirement expert Billy Burrows suggests review should consider selling down bonds for older clients
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Prudential’s Eastspring gains licence to sell funds in China
China set to become second-largest market globally with assets under management tripling to $12.6trn
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Generali buys Poland’s Union Investment
Italian insurer widens asset management push, while Axa quits Ukrainian market
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St James’s Place assets top £100bn for year to September
Funds under management rose 17% over 12 months, with a 96% retention rate
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Annuity/equity mix may prove best retirement portfolio
Analysis suggests annuity/equity strategy will suit longer-lived better than bonds and equities
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Rowan Dartington names MD for intermediary and intl businesses
Bryan Parkinson to oversee expansion
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Chancellor can boost NHS without raising taxes, says thinktank
UK’s Centre for Economics and Business Research says deficit would continue to fall, albeit more slowly
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Lifetime allowance set to rise to £1,054,800
The increase is £24,800 or 2.4%
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France-resident UK nationals may need to regularise status
French senate drafts law in preparation for a hard Brexit, which deems Brits ‘third-nation citizens’
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PI woes predicted for small adviser firms after FOS award hike
Pimfa warns that move could act as a barrier to entry for smaller IFAs and widen the advice gap