‘Dying books of business’ haunt advice firms without next gen clients
‘Most advisers look after a certain quantity of the population’
‘Most advisers look after a certain quantity of the population’
Chairman leaves investment manager, while UAE wealth firm names managing partner
Capping the 25% tax-free lump sum could disincentivise people from saving into a pot
Investment firm names CIO, while CEO retires from financial services group
AuMA grew 3% in Q4 2022 but was down significantly from the start of the year
Industry cannot ‘take foot off the gas’ with only six months to prepare for the regulation
Clients encouraged to make more efficient use of allowances
Regulator said findings will be an important indicator to how firms are implementing the Consumer Duty
Which will support advisers in meeting Consumer Duty requirements
Quilter calls on the UK government to tackle this issue
Government should introduce more practical topics like pensions into the curriculum
David Tiller has passed away at the age of 56