Navigating IHT: What advisers need to know about the latest changes
Triple Point’s Diana French on why a financial adviser’s role in a client’s estate planning is more important than ever
pensions
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Quilter warns IHT on pensions plan risks ‘significant problems’ for families
The firm called for a ‘flat-rate tax’ instead
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Wokingham, Elmbridge and St Albans named ‘financial resilience capitals of the UK’
Hargreaves Lansdown’s Savings and Resilience Barometer shines light on the disparities between regions
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Women saving £80,000 less for retirement than men
Men over 55 have £209,000 saved on average, compared to £128,000 for women
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Aegon appoints director to ‘accelerate momentum’ in DC pensions
He will lead the workplace channel
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Pension Lab launches response time performance index
Index to be published quarterly starting with Q3 2024 data
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FCA lays out plan to tackle the pension advice gap
Firms would be able to provide a bespoke suggestion to specific groups of consumers
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St. James’s Place to exit property market after 20 years
Decision to shutter its property funds follows a ‘challenging period’ for the sector as a whole
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Invesco eyes ‘opportunities for positive change’ in UK pensions
Firm partnered with NMG Consulting to conduct an extensive retirement study
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Fidelity to add private assets to £16.9bn pension scheme strategy
Investments will be made via Fidelity’s first Long-Term Asset Fund (LTAF)
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Chancellor to unveil plans to merge local government pensions into ‘mega funds’
Reforms will see the £360bn of assets in 86 local government pension schemes pooled into eight ‘mega funds’
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Fulcrum to launch private markets LTAF
LTAF to be offered with a flat fee launching 29 November