Quilter rolls out client communications guide for advisers
Consumer Duty is clear about how providers should be supporting customers in their decision-making process
Quilter
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Quilter Cheviot eyes ‘bolt-on acquisitions’
And also wants to expand its advice operation internationally
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UK wealth manager launches franchise-style model
It will complement the existing business
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PEOPLE MOVES: Bravura, Hoxton Capital Management, State Street
Tech firm names group CEO, as advice company hires commercial director
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Advisers expect a drop in profitability due to Consumer Duty
Outsourcing ‘elements of the value chain can ease the heavy lifting’
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7.4 million Brits unable to contact financial services providers
As only 36% of UK adults believe most firms are honest and transparent in the way they treat them
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17% rise in number of families paying IHT
Average inheritance tax bill fell 1% to £214,000 in 2020/21 financial year
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32% of IFAs expect client fees to increase with Consumer Duty
As one-in-seven still feel unclear about advising clients on good customer outcomes
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Pension tax overpayments hit £56m in Q2 2023
This is up almost £8m compared to the first quarter of the year
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130,000 Lasting Power of Attorney applications rejected in past five years
On average it takes 91.5 working days to register and dispatch an LPA application
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Quilter partners with charity to improve diversity in advice sector
Firm wants to encourage young people from ‘disadvantageous backgrounds’ to pursue their desired career path
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PEOPLE MOVES: Blacktower, Platform One, M&G Wealth
Advice company names joint managing director, as platform hires COO