Trust planning a blind spot for international advisers
They have a reputation of being ‘complicated and difficult to set up’
Quilter
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Quilter to help advisers tackle annual allowance issues
As Royal London FOI finds over 1,000 people failed to report pension tax charges
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Quilter acquires UK financial advice firm
The deal adds £800m of assets under advice
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Quilter sells life assurance arm
As Utmost completes transfer of mutual life insurance company
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HMRC collects £9m in penalties for early Lifetime Isa access
Exit charge is ‘trying to drive the right behaviours’ but damages the brand of the savings vehicle
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How to advise clients with disabilities
Hearing loops, Skype, coloured paper, Braille and text-to-speech can help deliver financial planning
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What does a Conservative victory mean for pensions?
Focus needs to shift to ‘domestic priorities which have been left languishing’
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PEOPLE MOVES: Embark, Zurich, Old Mutual International
Digital retirement provider hires platform lead, with insurer making double hire in Singapore
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PEOPLE MOVES: AIA, Carrick Wealth, Deutsche Bank WM
CEO shuffle at Asian life insurer, as group managing director leaves South African wealth firm
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IFAs not sold on Office of Tax Simplification’s IHT proposals
Only 19% believe they will have a positive impact if introduced
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Gender diversity ‘remarkably unchanged’ since 2005
As UK watchdog finds women make up just around 17% of regulated professionals
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‘Bleak shadow’ hangs over success of pension freedoms
As total withdrawals hit more than £30bn