Explaining the change in clients’ pension statement values
For any statement issued after 1 October 2023
AJ Bell
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People Moves: SJP, HSBC, Quilter Cheviot
Investment manager hires chief investment officer, as wealth manager makes five hires
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‘Wobbly bits’ title a disservice to important diversity progress
Syntax is vital for creating an inclusive industry
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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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7.4 million Brits unable to contact financial services providers
As only 36% of UK adults believe most firms are honest and transparent in the way they treat them
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Brits may pay income tax when inheriting untouched pension pots
As the government considers new rules to replace the pensions lifetime allowance
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Pension tax overpayments hit £56m in Q2 2023
This is up almost £8m compared to the first quarter of the year
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UK eyes ‘evolutionary’ change to pensions market with reforms
As DWP launches consultation about ending the proliferation of deferred small pension pots
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FCA: ‘Gaps observed in liquidity management’ could lead to ‘risk of investor harm’
Regulator warned that asset managers lack arrangements to combat market-wide redemptions
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PEOPLE MOVES: Aviva Investors, Fairstone, Standard Life
Asset manager and advice firm make c-suite changes
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Just 1% of completed pension transfers had red or amber flags
DWP review also finds ‘overseas investment amber flag needs to be more clearly defined or removed’
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Young Brits think more long-term about dating than investing
FCA wants investors to ‘re-think their approach’ to the financial markets