The ability to cascade funds tax efficiently down through the generations is a key driver behind demand for DB transfers
An adviser must compensate a client for failing to monitor the performance of Sipp investments in two unregulated collective investment schemes. A Financial Ombudsman Service decision says Welsh advice firm Sebastian & St James International Financial Advisers is responsible for the reduction in the client’s pension. In October 2011 the client, Mr P, met an […]
The buzz around sustainable and ethical investing has been growing in recent years as more people become environmentally and socially aware. In response, asset managers such as Schroders, Investec and Aegon have all jumped on the bandwagon and are pushing a vast array of funds with an ethical dimension as the appetite for responsible investment […]
Quilter has seen a 38 per cent increase in total net flows from its financial planning business in the first quarter of the year, but warns of continued market uncertainties. In March, Old Mutual Wealth Management officially changed its name to Quilter ahead of plans to list and separate from Old Mutual. The wealth manager, which […]
By Sarah Scott, marketing consultant You might think the question in the title is a strange one. Perhaps even more so when you learn that it’s one of several asked as part of an assessment for Employment Support Allowance eligibility in the opening scenes of the 2016 film, ‘I, Daniel Blake’. Daniel is a carpenter […]
- Top trends
- Top trends
- Paul Lewis: Financial advisers and journalists are one and the same
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
- How much are advisers charging for pension transfers?
- Equitable Life sale to bring windfall for policyholders
- Who were the winners at the Money Marketing Awards?
News and expert analysis straight to your inboxSign up