Financial advice snubbed in £3.2bn pension withdrawals
‘One false move in regard to their pension could find people suffering a financially insecure retirement’
‘One false move in regard to their pension could find people suffering a financially insecure retirement’
The insurer is already regulated by the Dubai Financial Services Authority (DFSA)
Prudential UK surveyed over 900 financial advisers and found clients are unaware of IHT exemptions
Canada Life’s survey highlights people need to have ‘frank and honest’ inheritance conversations
Most believe that a will is sufficient, but pensions are not part of a person’s estate
Inheritance and capital gains tax receipts rising at faster pace than income and spending revenues
Senior management still populated by men, while junior roles filled by women
Managing director of Quilter Private Client Advisers confirmed
Apps trump financial advisers for female investors
Alarm raised over ‘IHT ignorance’, with little indication this will improve ‘any time soon’
Less than a fifth of the £69m pot has been paid out
Chameleon-like scammers are ‘adept at changing to present themselves as the genuine article’