Canada Life to revamp UK operation
Insurance company confirms technical director Andrew Tully will depart as part of restructure
Canada Life
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Inheritance tax receipts reached £2bn between April and June
A £200m increase from last year
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Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
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Global insurance group acquires Canadian investment firm
To bolster its wealth management offering in the country
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How EU beneficial ownership registers impact expats and TRS
Canada Life explores the difficulties for EU-connected clients
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Is financial advice too expensive – and just for the wealthy?
IA spoke with a number of firms to discuss cost, education, advice-guidance boundaries and value for money
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Franklin Templeton buys global investment firm
Potential value of the deal could reach $1.8bn
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PEOPLE MOVES: Verso WM, Fiera Capital, Julius Baer
Wealth firm names CEO, as asset manager hires EMEA chief executive
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What should advisers expect from FCA retirement income advice review?
52% believe regulator will recommend that a different investment approach is required for clients in decumulation
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Inheritance tax receipts raise £600m in one month
UK government’s ‘proverbial golden goose looks set to continue to deliver’
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Canada Life creates professional trustee service
In a bid to ‘relieve the onerous requirements for advisers and their clients’
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Is the cost-of-living crisis a big issue for advice clients?
As 40% of retired Brits are worried about money running out