Many couples transfer the nil rate band to be used on second death but this may not always be the best planning
Old Mutual Wealth will be rebranding as Quilter after its planned listing early next year. Intrinsic advisers will fall under a new Quilter Financial Planning brand. Old Mutual’s higher end advice business, Private Client Advisers, will also rebrand as Quilter Private Client Advisers. The two advice businesses will be rolled together with Quilter Cheviot and […]
It is mandatory for advisers who cover investment to complete at least 35 hours of continuing professional development a year. However, there’s more to CPD than doing it because you have to. It can help advisers identify gaps in their skills and knowledge which ultimately benefit their clients and their businesses. So how can advisers […]
How much should advisers get involved in a client’s investment planning? It is a divisive issue, and one that has become more complex as the profession becomes ever more adept at devising intricate centralised investment propositions and model portfolios for itself. Play advocates of this approach against proponents of outsourcing to discretionary managers and life […]
In November last year, the FCA announced that from 31 March 2017, early exit pension charges will be capped at 1% for those customers who are eligible to access their retirement savings from age of 55. The rules also state that for new personal pension plans started after that date, or on new increments into […]
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