Budget 2018: predictions, hopes and fears
With the Budget only a few days away, industry experts share their views on what to expect
Quilter
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Advisers list three client barriers to trusts
New research by Quilter shows lack of client understanding as main limit to advisers’ recommendations
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Uncertain market hits Quilter inflows
More cautious approach taken with DB to DC pension transfers
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OMI managing director promoted to chief executive
Quilter revamps its executive committee following rebrand and IPO
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Platform woes prompt adviser rethink for key clients
Protecting high-paying clients from disruption is a priority for IFAs
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Clients still oblivious to pension freedoms risk
Too many in the UK raiding piggy banks
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Old Mutual calls on gov’t to scrap the residence nil-rate band
Tax and financial planning expert suggests several key changes to the UK inheritance tax regime
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PEOPLE MOVES: Quilter, OMGI, Sanne
Standard Life veterans join Quilter, OMGI appoints from Citi and Stan Chart trust chief joins Sanne
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Inflows drop 75% at Quilter International
£69m set aside in compensation for long-standing customers
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£20bn withdrawn since pension freedoms launched
The popularity of the UK’s pension freedoms is showing no signs of slowing, with almost £20bn ($26.2bn, €22.4bn) having now been flexibly accessed since the reforms launched in April 2015, according to the latest figures from HM Revenue & Customs.
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Quilter acquires third UK advice firm
Quilter’s financial planning arm, Old Mutual Wealth (OMW) Private Client Advisers, has acquired the advice business of accountancy firm Saint & Co.
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Quilter IPO takes off
Quilter employees were among the main beneficiaries when the insurer floated on the London and Johannesburg stock exchanges on Monday following its demerger from Old Mutual.