US wealth transfers to hit $84.4trn by 2045
Advisers need to be ‘open to evolving’ and ‘prepared for changes to their business models’
Tax & Technical
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Can rising inflation lead to a resurgence in annuities?
Index-linked products ‘could prove to be a particularly popular recommendation’
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Momentum Pensions loses appeals against clients in Malta
It claims this will have ‘potential wider repercussions’ for the industry
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Pension freedoms ‘a failure’ without guidance and advice
Savers deemed retirement system a ‘minefield’ as they struggle to understand how it works
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Fraud suspect changes plea in £13.7m pension transfer case
After previously stating he was not guilty
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FCA splashed out £41,000 for Christmas anti-fraud jingle
Regulator sought ‘innovative approach, using music to helping people avoid being scammed’
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HMRC refunds £835m in overpaid tax on pension withdrawals
But advisory firm believes total is likely to be in ‘excess of £1bn’
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UK extends video witnessing of Wills to 2024
It is likely to remain a ‘temporary measure’ as solicitors prefer in-person meetings
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Advisers and trustees need to be more risk and fraud aware
Covid is a prime example of an event that could trigger or reveal wrongdoing
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Double tax whammy risk for big pension withdrawals
As 61% of retirees accessed their pots without financial advice
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UK investment manager unveils Aim portfolio
Product will offer ‘significant estate planning benefits five years faster’ than other IHT solutions
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Well, that was unexpected…
International Adviser looks back at the most salient stories of 2021