Over half of UK adults do not have a Will
Brits warned IHT bills will be sky high if there is no estate plan in place
United Kingdom
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DB transfer values plummet 37% in a year
2022 also saw a large rise in transfers being flagged as showing potential signs of a scam
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PEOPLE MOVES: Brooks Macdonald, Barnett Waddingham, Moneyfarm
Head of responsible investments departs wealth manager, while consultancy firm hires CEO of Sipp arm
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FCA threatened with referral to financial regulator watchdog
IFA blasts ‘repeated mistakes, delays and bad leadership’ that harmed thousands of British Steel workers
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What will be the most important feature of pension dashboards?
They ‘offer a fantastic opportunity for advisers to engage with clients’
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Capital Group and UBS team up to launch multi-sector income fund
It will be available to investors in Europe and Asia
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IHT freeze leads to record bills
Inheritance tax is no longer only an issue for the wealthy
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How advice businesses can integrate ESG strategies
As regulators emphasise the need to address sustainability concerns
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Wealth consolidator inks partnership deal with IFA firm
To develop investment propositions and manage model portfolios
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Over 1 million Brits to be dragged into higher tax bands by 2027
Clients encouraged to make more efficient use of allowances
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PFS members urged to share views on CII board takeover
As trade body extends consultation deadline with aim to ‘reach a compromise’
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FCA faces legal challenge over British Steel redress scheme
Regulator believes move is an ‘attempt to delay payment’