Retirement
IHT threshold freeze to hit 31% of UK advice clients
But only 17% are set to suffer from frozen LTA
A quarter of UK advisers still do not segment clients
Firms are ‘considering new ways to structure retirement portfolios’ to improve outcomes
Latest call for input evidence pensions still too complex
Disengaged investors more susceptible to scams and remain in poor performing products
UK consumer campaign sets up green pension charter
To ‘show industry that customers want them to take serious action on the climate crisis’
Pension firm buys Aon consultancy business in Germany
Deal is part of its strategy to move ‘into different markets with long-term growth potential’