Over half of near-retiring Brits fear penniless pots
But fifth of 45-60-year-olds are not taking action to strengthen their income
But fifth of 45-60-year-olds are not taking action to strengthen their income
Younger generation of professionals coming into the sector embrace diversity at its fullest
As only 40% of HNWs have plans in place to minimise the tax paid by beneficiaries
Ill-health pension transfer not liable for IHT, but HMRC right to charge for ‘omission of benefits’
Industry should seek an ‘alternative’ to consolidator ‘marketing war’
‘We haven’t been adding to UK risk asset exposure either before the crisis broke out or during it’
While Brits want local councils to recommended IFAs to help with later life planning costs
Law firm expects investigations to rise to pay for cost of coronavirus-related economic assistance
755 advisory and intermediary companies received government-backed loans during pandemic
Firm found 88% of consumers would be happy to conduct virtual meetings with their advisers
‘As it stands, UK-based pots will no longer be up for grabs’ for many splitting up abroad
In a bid to help more people ‘access a career in the financial services industry’