PEOPLE MOVES: M&G, Quilter, Novia Global
Global investment manager creates retail & savings managing director role, while adviser platform hires for growth push
Quilter
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BNO passports issued to nearly 500,000 Hong Kongers in 2 years
As 75% of HK advisers receive more queries from clients about offshore investing and relocating
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Pensions triple lock pledge to be broken?
Reports suggest inflation and average earnings figures will be discarded next year
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Platform pricing ‘should not be a race to the bottom’
They need to offer more solutions ‘to open up new revenue streams’
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Triple lock ‘pressure’ on UK chancellor after 8.8% earnings rise
‘Numbers don’t look like they’re heading in a direction that will dig them out of a hole’
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Quilter DB legacy issue compensation pot hits £35m
H1 2021 results bolstered by international arm which is expected to be sold on 31 December
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3.7% rise in IHT receipts
Sum collected by the UK taxman has doubled in a decade
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Fourfold increase in UK investment fraud reports in five years
But fall in number of convictions shows ‘legal deterrent is practically non-existent’
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UK regulator bans jailed financial adviser
He stole more than £600,000 from family members
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UK investors cling to the comforts of home
Nearly half have more than 50% of their portfolios invested locally
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Quilter Financial Advisers partners with wellbeing firm
‘Employees cite their top anxieties and stresses as worries over family or finance’
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PEOPLE MOVES: CII, Private Client Consultancy, IWP
Professional body names president, as advice firm hires head of network