Charging inheritance tax on unused pension funds will create confusion and increase the risk of gifting mistakes for the Bank of Mum and Dad and Gran and Grandad, equity release specialist Key Advice has warned.
Welsh Chartered Financial Planner Kevin Thomas has joined Plymouth-based national advice firm Continuum, which is owned by M&G.
The majority of Millennials (56%) and Gen Z (62%) see a mixture of pension and property as their main retirement assets, according to new research.
Global platform engine FNZ has launched a generative AI tool that it has embedded into its wealth management platform.
Stockton-on-Tees based Active Chartered Financial Planners has recruited two new senior staff as it celebrates its 25th anniversary.
A petition calling for a 10-day pension switch guarantee has attracted more than 2,000 signatures in its first two weeks.
Platform and DFM provider Parmenion has added a new withdrawal dashboard, which it says is designed to help advisers when they need to view information about clients’ withdrawals.
Adviser support services firm SimplyBiz has launched an ongoing review service option to broaden its business consultancy service.
Sasha Wiggins, the CEO of Barclays private banking and wealth management arm, has a job on her hands.
There is a “huge opportunity” for trusted financial advice in the UK, predicts Andrea Montague, CEO at wealth manager Brooks Macdonald.