PEOPLE MOVES: Just Group, Schroders Personal Wealth, AJ Bell
Financial services firm hires CEO, while Lloyds joint venture bolsters team to set up adviser academy
AJ Bell
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UK inheritance tax take more than doubles in 9 years
As rising numbers of people get caught in the IHT net
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IFAs team up with AJ Bell for income drawdown service
Platform says it will be attractive to those using the pension freedoms
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Should decumulation keep IFAs and clients up at night?
Pension freedom flexibilities ‘present risks which need to be navigated’
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Is the UK pensions secretary role a ‘poisoned chalice’?
Amber Rudd’s sudden departure sees the seventh Secretary of State for Work and Pensions since 2016
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Stay of execution for UK expat state pensions
Brits in the EU to benefit from triple-lock until 2023, but fears annual increases could disappear
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UK investment scams up by over a third in five years
But pension fraud reports decreased significantly
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Five million Brits at risk of succumbing to a pension scam
Research shows a ‘worryingly large number of people’ could fall victim to common fraudster tactics
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Industry sets out demands for newly appointed UK chancellor
Former home secretary will have a long shopping list of issues that he needs to address
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Lack of joined-up thinking risks undermining advice review
UK pension transfers, ombudsman award limits and compensation scheme changes not on the agenda
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IFAs recommending DB pension transfers in FCA’s crosshairs
Regulator outlines review as industry warns against making life even more difficult for clients
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FCA platform switching proposals fall flat with industry
In specie transfers, exit fees and share class conversion among the issues