How will the GMP equalisation ruling impact pension transfers?
‘There potentially will be some difficulties’ as trustees may need to dig up data from 30 years ago
Gender
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International Women’s Day: ‘Be brave and be curious’
IA spoke with senior female professionals about their experiences and tips to attract more talent to the industry
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UAE wealth firm unveils female-only adviser division
Company hopes the unit will make ‘more women seek financial advice’
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Most HNW women think advisers would treat them different to men
As 82% expect to inherit substantial wealth over the next two decades
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Landmark pension equalisation ruling a ‘headache’ for schemes
DB pension transfers from 1990 onwards may require compensation as a result
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Strategy gap means advisers risk missing wealth transfer boat
Which could undermine growth and prospects for sale
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What can wealth firms do to cater to female investors?
Industry ‘hasn’t done a good enough job of providing tailored services to women’
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Widows walk away from advice
Failing to form a relationship with a client’s spouse means IFAs are losing business
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Ex-senior executive sues Morgan Stanley for lack of diversity
Complaint alleges that inclusivity effort has moved backwards under current CEO Written by Bruce Kelly
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UK super wealthy lose £54bn to coronavirus
Wealth of richest individuals in decline for first time since financial crisis
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Covid-19 shows long-term investment mindset of women
While men seem more worried about how the pandemic may affect their money
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Wealth firm commits to empower female investors
Industry is starting to make real progress but ‘there is still a long way to go’