Over 80% of UK advisers expect AuM rise in next 12 months
63% believe the number of fee-paying clients will increase over the same period
Quilter
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Are the Nordics an overlooked wealth market?
Surge in pandemic-driven wealth is pushing investors towards greater flexibility
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Quilter rolls out financial advice service for its UK staff
Programme will focus on educating employees to ‘help them make informed decisions’
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Why is personal tax so complicated?
Lay people unlikely to know – let alone understand – the hundreds of reliefs, exemptions and allowances
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Is Singapore set to become the premier Asian advice hub?
Its stable governance and the current unrest in Hong Kong may tip the odds in its favour
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£150m in pension funds lost due to slow UK policy rollout
Government has still not fixed a ‘quirk’ in tax system despite promising to in 2019
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How are UK advice firms planning for the end of lockdown?
‘Face-to-face meetings will quickly become the exception rather than the norm’
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Beware the investment herd mentality
Now is the time to top up defensive holdings to shield from future volatility, warns Quilter Investors
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Is pension nudge plan doomed from the start?
FCA wants providers to do more than just signpost Pension Wise guidance
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Quilter International Singapore CEO departs
His successor was chief executive of Transamerica Life Bermuda in the city state
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Pandemic pension freedom fears fail to pander out
But the true impact of covid-19 is still to be felt, warns pensions expect
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‘Record flows’ in Q1 2021 for Quilter platform
Firm ‘pleased’ with shareholder feedback and market reaction to sale of international arm