Many over-55s change retirement plans after receiving advice
Without support of IFA ‘people won’t understand the pros and cons of different approaches’
Quilter
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Quilter unveils three-month financial adviser training course
Firm believes it is ‘enough time to become qualified and to carry out the job confidently’
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Quilter CEO: ‘I hate the term restricted advice’
People aren’t putting more discretionary money to work but our advisers have never been busier, he says
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Net flows down 90% at Quilter
As sale of life assurance business confirmed
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Industry sets out demands for newly appointed UK chancellor
Former home secretary will have a long shopping list of issues that he needs to address
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UK taxman carried out over 5,500 IHT investigations last year
The tax is ‘infamous for being not only disliked, but complex and at times deeply unfair’
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Civil partnership shake-up to change UK tax system
Unmarried, heterosexual couples could gain IHT and pension rights
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Worrying influence of social media on retail investors
‘Solo investors seem to think good investment is about picking a wonder stock and getting rich overnight’
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Quilter announces strategic review
May pave the way to sell Old Mutual Wealth Life Assurance
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Financial planning arm undergoes Quilter transformation
Several other businesses still left to rebrand after the Old Mutual separation in 2018
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Quilter Investors rolls out two income portfolios
Founder share class available on Old Mutual Wealth and OMI platforms for six months
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Why are small IFAs shutting up shop?
Key triggers pushing advisers to say ‘it’s not worth it anymore’ as growing numbers look for the exit