PEOPLE MOVES: Zurich, Quilter, Money and Pensions Service
Top appointment for the insurer and departure at Quilter’s Financial Adviser School
Quilter
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Financial planning for different types of carers
The slides below feature financial tips for different categories of carers from Quilter’s tax and financial planning expert Rachael Griffin
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Quilter unveils formula assessing advisers’ value to clients
Highlights the benefits of being an advised investor to combat people not trusting the sector
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Solving the advice talent pool drought
Young people think working in financial services is ‘boring’
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UK wealth management firm rolls out direct-to-consumer app
Lighthouse clients will initially also have access to the app at least until its acquisition by Quilter is finalised
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Lasting power of attorney is a valuable financial ‘safety net’
Mental illness protections can be insurance against the risk posed by scammers
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PEOPLE MOVES: Strabens Hall, PineBridge Investments, Quilter
Offshore focus for Strabens, while Pinebridge hires CEO for Irish business
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Inheritance – one of the last ‘taboo’ topics
Only 24% of UK parents have openly discussed planning matters with their children
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Surging IHT receipts leave British government clueless
There’s been a nearly 50% increase between February and March 2019
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Later life planning on the agenda for young Brits
But majority of over 55s are not putting anything aside for old age care costs
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Quilter’s Q1 results suffer from ‘challenging markets’
‘Advisers value Quilter’s integrated advice-led model’ says chief executive
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Minority of Brits aware of inheritance rules
Financial planners and investment managers are urging people to make provisions