How to advise clients with disabilities
Hearing loops, Skype, coloured paper, Braille and text-to-speech can help deliver financial planning
Quilter
-
-
What does a Conservative victory mean for pensions?
Focus needs to shift to ‘domestic priorities which have been left languishing’
-
PEOPLE MOVES: Embark, Zurich, Old Mutual International
Digital retirement provider hires platform lead, with insurer making double hire in Singapore
-
PEOPLE MOVES: AIA, Carrick Wealth, Deutsche Bank WM
CEO shuffle at Asian life insurer, as group managing director leaves South African wealth firm
-
IFAs not sold on Office of Tax Simplification’s IHT proposals
Only 19% believe they will have a positive impact if introduced
-
Gender diversity ‘remarkably unchanged’ since 2005
As UK watchdog finds women make up just around 17% of regulated professionals
-
‘Bleak shadow’ hangs over success of pension freedoms
As total withdrawals hit more than £30bn
-
International bonds not the top tool for IFAs
While onshore would be more attractive if the bonds were linked to a desired investment platform
-
Tax wish list for the wealth industry
Changes to IHT, stamp duty, property, trusts and pensions in private client space wanted
-
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
-
Brits want IHT nil rate band doubled
Politically ‘it would certainly be seen as a positive step by the majority of people’
-
Quilter sales hit by political and economic uncertainty
As clients continue to pull money out of the market