More than nine in ten advisers (92%) have received calls from clients about taking tax-free cash and accessing pension savings earlier than planned ahead of the Budget, according to a new report.
A report from The Pensions Regulator (TPR) into barriers to investing in the UK has called on trustees to turn to independent investment advisers.
Consumer group Fairer Finance has called for housing wealth to be used to improve living standards in later life.
SSAS administrator and tax adviser WBR Group has reshuffled its board following a series of acquisitions.
Inheritance tax receipts dipped to a three-year low in August in what Revenue and Customs attributed to a ‘timing effect.’
Financial advisers at Titan Wealth have been offered a bonus opportunity linked to getting clients to agree to fee changes.
The FCA has joined forces with the Money and Pensions Service, The Protection Distributors’ Group and The Association of Mortgage Intermediaries, to help increase the number of consumers taking out protection insurance.
Fewer than one in 10 protection policyholders are confident they would be covered in the event of a dementia or Alzheimer’s disease diagnosis.
One in six (17%) mass affluent savers have stopped contributing to their workplace pension in the last 12 months, according to a new study.
Estates and wealthy individuals may have underpaid inheritance tax (IHT) by as much as £392m in the last tax year, according to a new report.