Old Mutual International rebrands
Firm says this will help ‘further raise the profile of the value of advice’
Quilter
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PEOPLE MOVES: Utmost Wealth, Canada Life, Bank of Singapore
UK sales director departs life insurer, as rival poaches business technical manager from Just Group
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Advice clients still in dark about estate planning
Dealing with IHT the ‘next massive growth area’ for financial advisers, says IFA firm boss
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UK pension tax relief reform cannot just be ‘political play’
Industry worried that 20% cut would do ‘more harm than good’
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Top UK earners fail to claim over £750m tax relief every year
‘Whole pension tax relief system a bloated expensive mess, riddled with problems and inconsistencies’
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Industry still facing ‘tsunami’ of pension freedom challenges
Record year as flexible payments hit £9.4bn in 2019
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Quilter sets date for re-platforming switch
As it reports small progress in Q4 results
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UK taxman refunded over £32m to pensioners in Q4 2019
After they were hit with emergency tax despite doing nothing wrong
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UK parliamentary group proposes ‘complete overhaul’ of IHT
It has the ‘magical ingredient’ of simplicity and could mean less avoidance
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US private equity firm reportedly eyeing Quilter bid
More than three years after it first made overtures to the wealth management firm
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Trust planning a blind spot for international advisers
They have a reputation of being ‘complicated and difficult to set up’
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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