Do investors want wealth creation or preservation strategies?
Clients in different regions take a dissimilar approach to their finances
Quilter
-
-
UK government scraps Autumn budget amid covid-19
‘At the moment, it would be extremely challenging to make long-term policy decisions’
-
Pensions triple-lock set to stay for the time being
As UK government to pass ‘technical bill’ to keep manifesto promise
-
‘Too many scandals’ prompt FCA to take action
Aim is to ‘ensure people can better navigate financial services to invest for the future’
-
Is working from home a viable long-term strategy?
Recruiting staff isn’t necessarily a problem – but keeping them could be a real challenge
-
Just 6.6% of reported pension scam cases passed to police
As Quilter urges government to introduce measures to tackle how fraudsters target victims online
-
How to plan wealth transfers in uncertain times
Different legal systems around the world will impose own rules on how estate can be distributed on death
-
£15bn boost if UK scraps pensions triple-lock, says think tank
Current system ‘is simply not an option’, with earnings smoothing mechanism mooted
-
Should Brits scramble to use tax allowances as budget looms?
Nobody knows when the axe will fall, but it’s expected to come down hard
-
PEOPLE MOVES: Zurich, Hargreaves Lansdown, Transact
Insurer reshuffles global senior management, while platform’s head of research departs
-
Quilter International unveils product for expats in France
It has a death benefit of 101% of the value of the bond
-
Has covid-19 made life insurance less accessible?
Are there any implications for existing policies?