UK annual and lifetime allowance pension charges soar
Even before thresholds were frozen by the chancellor in 2021
Quilter
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Inheritance tax receipts hit £5.5bn
‘Many people who would not consider themselves wealthy will now face a hefty bill’
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PEOPLE MOVES: Canaccord Genuity WM, UBS, Quilter
Wealth manager names funds CIO, while banking giant boosts family advisory arm
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UK to tackle ‘epidemic’ of paid-for scam adverts
Proposals include harsher penalties for social media influencers
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FCA blocks 25% of firms from consumer investment space
Some were suspected of attempting to phoenix
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Quilter Private Client Advisers eyes trainee financial planners
Firm is looking for the ‘next generation of talent to join the advice sector’
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What do advisers want from the FCA consumer duty reform?
Industry supportive of move but implementation timeline is ‘challenging’
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Quilter expands ESG training for advisers
As it prepares to bolster MPS range with responsible and sustainable portfolios
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Revamped Quilter platform delivers strong performance
But multi-asset business flows slumped in Q4
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PEOPLE MOVES: Barclays UK, Credit Suisse, Quilter
Wealth CEO departs bank, while Swiss group names chief executive for Israel
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Quilter unveils level 6 retirement planning qualification unit
It will be available from February 2022
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UK politicians to scrutinise adequacy of pension savings
Workers must be helped ‘to ensure they do not miss out later on in life’