Quilter’s advisory network to buy AIM-listed firm
Chief executive among departures expected post-acquisition
Quilter
-
-
Concerns DIY retirement planning is on the rise
Only 32% of Brits accessing pension freedoms used an adviser
-
UK struggling under ‘epidemic’ of financial illiteracy
Technical terms about pensions keeping clients away
-
UK feeling the financial burden of IHT bills
HMRC figures state nearly 25,000 households were hit by inheritance tax last year
-
Canadian firm splashes out £28m on UK wealth manager
Also Quilter acquires financial adviser in administration for an undisclosed sum
-
Wealth transfer plans not high on the agenda for Brits
Quilter research shows it is something rarely being discussed or planned
-
Poor pension freedom knowledge opens door for advisers
Firms could ‘reap rewards’ if they endorse inheritance tax incentives to new prospects
-
Invisible illnesses have huge impact on financial planning
Talking about medical problems is crucial when it comes choosing protection products
-
Financial advice snubbed in £3.2bn pension withdrawals
‘One false move in regard to their pension could find people suffering a financially insecure retirement’
-
Old Mutual International pursues UAE licence
The insurer is already regulated by the Dubai Financial Services Authority (DFSA)
-
Beneficiaries in ‘dark’ over IHT liability issues
Prudential UK surveyed over 900 financial advisers and found clients are unaware of IHT exemptions
-
One fifth of UK millionaires over 45 will not hand down wealth
Canada Life’s survey highlights people need to have ‘frank and honest’ inheritance conversations