FT Adviser
WEBFT Adviser is an all-encompassing website dedicated to the financial adviser and financial planner market covering investments, mortgages, pensions, insurance, regulation and other key issues ...
Best and worst workplace pension schemes named - FTAdviser
WEBSep 11, 2019 · Silver. -Hargreaves Lansdown. -Salvus Master Trust. - Scottish Widows (GSIPP & Master Trust) -True Potential. Bronze. -The People’s Pension. -The People’s Pension. Asked to not be rated.
Quilter may have to pay out as part of FCA ongoing charges
WEBMar 6, 2024 · By Tara O'Connor. Quilter could pay remedial costs after it was one of 20 large firms the regulator wrote to following concerns over ongoing charges for customers. In its preliminary full year ...
Who are the FTAdviser Top 20 Financial Advice Firms this year?
WEBSep 29, 2023 · Consumer Duty has been one of the most important challenges and opportunities that advice firms have had to tackle in 2023, according to some of the companies in this year's FTAdviser Top 100 ...
IFS calls for govt to scrap 25% tax-free lump sum - FTAdviser
WEBFeb 6, 2023 · By Sonia Rach. The Institute for Fiscal Studies (IFS) has set out "controversial" proposals to reform the pensions tax system, including reforming the 25 per cent tax-free component. In a report ...
Labour has been quiet on CGT, but what might we expect?
WEBJul 5, 2024 · Given the silence from Labour on CGT, there has been natural speculation that rates might go up. This would not be a huge surprise; when we look back at historical rates of CGT, the current rates ...
FCA: £81mn 'potential shortfall' of Wealthtek client money
WEBMay 31, 2023 · The Financial Conduct Authority has frozen the assets of WealthTek’s principal partner and launched a criminal investigation after a potential shortfall of £81.4mn in client money was identified.
FTAdviser
WEB6 days ago · FTAdviser.com is an all-encompassing website dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues shaping the industry
Fos tells Quilter to pay out over unnecessary adviser charges
WEBAug 9, 2023 · As the payments were made in advance for services yet to be provided, Quilter offered Mrs B £5,509 compensation in cash in July 2022. This allowed for 20 per cent tax relief on paying as much of ...
Pension pot of £645k needed for comfortable retirement lifestyle
WEBJan 13, 2023 · By Sonia Rach. A pension pot size of £645,000 is required for a single person to achieve a comfortable lifestyle in retirement, according to calculations by Quilter. The figures are based on the ...