United Kingdom
Future of the DB pension transfer market in question
Demand is still high, but advisers continue to exit the market and the FCA introduces changes
Tax wish list for the wealth industry
Changes to IHT, stamp duty, property, trusts and pensions in private client space wanted
Brits’ pension knowledge leaves a lot to be desired
Over half do not know they can access their retirement pot early due to ill health
Industry needs to ‘eradicate’ any notions it is ‘old man’s club’
Attracting female clients is vital, as 27% of UK women have inadequate pension pots
Half a billion FUM boost for wealth manager
Firm is actively eyeing large, quality financial advice businesses after latest acquisition