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FCA reveals how advisers are charging their clients

Advisers are charging an average of between £150 and £195 an hour, according to the FCA. The regulator released a data bulletin today that focuses on retail intermediation firms including financial advisers, mortgage brokers and insurance brokers. It is the first time it has published data submitted through retail mediation activities returns, part of its Gabriel […]

Flexible reversionary trusts and estate planning

The suitability of different estate planning solutions will depend on the individual’s own circumstances, needs and objectives. When considering the different solutions available there is a trade-off between inheritance tax (IHT) efficiency and access. Overall a flexible reversionary trust provides a greater level of flexibility than a discounted gift trust and can offer individuals a […]

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Sanlam combines DFM and advice arms

Sanlam has set up a new wealth management business to bring together its discretionary fund management and financial advice arms. Sanlam Partners will house the Sanlam Private Wealth and Sanlam Wealth Planning businesses under a new division to be led by the former chief operating officer of employee benefits group A J Gallagher John White. White […]

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