Quilter warns IHT on pensions plan risks ‘significant problems’ for families
The firm called for a ‘flat-rate tax’ instead
Quilter
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PEOPLE MOVES: Quilter Investors, TILLIT, Brown Advisory, P1, GSB, Aviva Investors
Multi-asset wing of Quilter appoints senior manager research analyst
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Quilter adds three financial planners to network with ‘many more’ on the way
Cheshire-based Efinity Wealth among the new appointed representatives
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Quilter adds AllianceBernstein as WealthSelect MPS partner
Fund is used in WealthSelect’s Managed and Responsible portfolios
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PIMCO builds out wealth management team with RLAM and Quilter hires
Paul Keogh and Oliver Van Nairn join PIMCO’s global wealth management team
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Quilter Monthly Income adds EMD amid allocation changes
Fund has split its fixed income exposure into four, rather than using a single broad index
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UK economy grows 0.1% in Q3
Below expectations of a 0.2% increase
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Are UK finances at ‘breaking point’ ahead of the Autumn Budget?
Industry anticipates budget moves in light of UK borrowing reaching £16.6bn for September
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HSBC tops Defaqto’s 10 most recommended multi-asset funds list
The top 10 features the same funds as in Q2 but in a different order
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Quilter reports 50% uptick in year-on-year net flows for Q3
Core net inflows of £1.5bn, representing 5% of opening assets under management and advice
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Slashing pension reliefs could ‘severely limit’ retirement security
Tax-free lump sum withdrawals under threat
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Quilter Academy partners with sport professional specialists
Aiming to bring more former sport pros into the advice industry