Pension transfer activity falls to lowest level in five years
As FCA updates guidance on how to support vulnerable clients when providing pension transfer advice
Industry
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Aussie tech firm launches paraplanning software for advisers
To facilitate ‘seamless delivery of external paraplanning and administrative services’
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IA interview – James Pearcy-Caldwell and Robert Hardy
International Adviser speaks with chief executive of OpesFidelio and LGT head of strategic partnerships for UK and Int’l
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Three key M&A trends in the UK advice industry
‘Selling a business can be a challenging and stressful proposition’
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Gender investing gap widest among Brits under 25s
‘There isn’t a single good reason why men should have more money than women, whether that’s in savings, investments or their pension’
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Demand for tax-effective investment advice set to surge
But 39% of advisers do not routinely explain the benefits of tax efficiency on investments
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CGWM rolls out gilt portfolio service
‘The time is now for investing in short-dated gilts’
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UK wealth manager hit with regulatory restrictions
They came into effect on 16 August 2023
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Quilter Cheviot’s MPS available on three additional platforms
Taking the total number of adviser platforms using the MPS to 15
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Nearly 3 million Brits don’t know if they can retire comfortably
With 79% wanting more support from their employer with retirement planning
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Pension firm calls on DWP to take 3-stage approach to trust-based schemes
In response to the DWP consultation ‘Helping savers understand their pension choices’
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CISI partners with Anglia Ruskin University
To offer eligible students the option of sitting CISI exams during their course