Should Brits use property to fund retirement?
As downsizing and equity release increasingly continue to be part of investors’ plans
Canada Life
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IHT receipts soared to £5bn last year
Savers aim to give around £12bn as a ‘living inheritance’ to children in 2022
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Ban unregulated Sipp investments, say advisers
‘It’s important that a few bad apples don’t spoil the bunch’
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PEOPLE MOVES: Schroders Personal Wealth, IQ-EQ, FE Fundinfo
Advice business hires chief client officer, while investor services firm makes c-suite change
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PEOPLE MOVES: Oak Group, Canada Life, Hansard
Guernsey-headquartered firm makes c-suite changes, as insurer bolsters sales technical team
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DB transfers drop 25% in a year
People have been ‘paralysed’ by the pandemic
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PEOPLE MOVES: Canada Life UK, Lombard Odier, Phoenix Group
Insurer makes c-suite changes, as Swiss wealth manager names managing partner
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How much impact will COP26 have on UK retail investment?
Industry hopes conference ‘will be driving conversations in households across the country’
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UK retirees to get ‘third biggest increase’ in state pension
But 3.1% uplift in the 2022-23 financial year ‘may fall short’ of cost of living rises
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Soft skills crucial to meet intergenerational planning demands
‘Ability of the adviser to address and tackle the core issues of vulnerable clients and family disputes will be vital’
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74% of Brits have done nothing to reduce future IHT bill
There is ‘a huge opportunity for further education and guidance’ on inheritance tax planning
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Shop around for annuities and save £130m
Retirees could gain £7,000 per £100,000 by looking at what options are available