What does a Conservative victory mean for pensions?
Focus needs to shift to ‘domestic priorities which have been left languishing’
Quilter
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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
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International bonds not the top tool for IFAs
While onshore would be more attractive if the bonds were linked to a desired investment platform
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Tax wish list for the wealth industry
Changes to IHT, stamp duty, property, trusts and pensions in private client space wanted
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Industry needs to ‘eradicate’ any notions it is ‘old man’s club’
Attracting female clients is vital, as 27% of UK women have inadequate pension pots
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Brits want IHT nil rate band doubled
Politically ‘it would certainly be seen as a positive step by the majority of people’
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Quilter sales hit by political and economic uncertainty
As clients continue to pull money out of the market
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Industry taps into growing need for financial education
With initiatives in the UK and the Middle East aimed at under-18s