PEOPLE MOVES: Quilter, Bentley Reid, Evelyn Partners, Fidelity International
Quilter has appointed Kirsty Anderson as a retirement and tax specialist
Industry
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Spring Budget 2024: Pensions to disclose amount invested in UK equities
Industry commentators warn this could ‘backfire’ on British businesses
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Spring Budget 2024: National Insurance cut by 2% – but could be a ‘sneaky tax grab’
‘Double-whammy’ of cuts will lower the main NI rate from 12% to 8%, but could ultimately see UK workers unknowingly pay more
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Spring Budget 2024: Non-dom tax replaced with ‘modern residency system’
Change estimated to bring in £2.7bn each year
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Spring Budget 2024: Chancellor increases VAT threshold
Also extends business rate support in measures targeted at SMEs
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Spring Budget 2024: British Isa announced
Additional £5,000 top up also announced in spring budget.
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Dynamic Planner rolls out app to help advisers with Consumer Duty and content
Available to financial planning firms in white labelled form
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Quilter assets climb to £106.7bn despite IFA outflows
Quilter also announced adviser school overhaul and rebrand
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Advisers need better products for decumulation
There is plenty of room for improvement, and also a need for a high level of innovation in the market, argues Robin Powell
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Rob Burdett to exit Columbia Threadneedle
Portfolio managers Kelly Prior and Scott Spencer also exit amid a restructure of the multi-manager team
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RSMR make Passive Plus MPS range available to retail investors
The portfolios were previously only available to advisory and discretionary clients
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Evelyn Partners MPS enters position in Baillie Gifford Emerging Markets Leading Companies
Positioned highest risk model for the potential of an improved market outlook in Asia and emerging markets