Aegon calls on chancellor to scrap ‘damaging pension cash grab’
The company has published some recommended ‘pension tax principles’
Budget
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Evelyn Partners adds £200m of assets ‘despite Budget uncertainty’
Total asset up 12.8% versus the £55.6bn logged on 30 September 2023
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AJ Bell: 99% of advisers have clients worried about Budget changes including CGT raise
The platform is calling on the government to commit to a ‘Pensions Tax Lock’
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Are UK finances at ‘breaking point’ ahead of the Autumn Budget?
Industry anticipates budget moves in light of UK borrowing reaching £16.6bn for September
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AJ Bell posts 22% AUA increase despite ‘unhelpful’ Budget uncertainty
Investments arm saw £1.5bn net inflows in the year to 30 September
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St. James’s Place: Steady net inflows lead to record funds under management
Gross flows for Q3 came in at £4.4bn, 20% higher than over the same period last year
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‘Bittersweet’ 4.1% state pension rise confirmed as inflation dips
Payments to increase from £169.50 to £176.45, or £9,175.40 a year
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Brooks Macdonald: Outflows remain steady amid Budget uncertainty
Net outflows for Q1 stood at £0.1bn, representing 0.7% of funds under management
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Quilter reports 50% uptick in year-on-year net flows for Q3
Core net inflows of £1.5bn, representing 5% of opening assets under management and advice
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AJ Bell warns capital gains reset upon death and IHT reliefs at risk in the Budget
A big increase in CGT rates could backfire
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Liontrust suffers £1.1bn outflows in latest quarter
Total outflows increased to £2.1bn in the first half of its financial year
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Slashing pension reliefs could ‘severely limit’ retirement security
Tax-free lump sum withdrawals under threat