Financial planning

Data Analysis working with robot ai intelligence technology in Business Analytics and Planning Workflow Management System to make report with KPI connected to database. Corporate strategy for finance.

Financial planning | 2 Oct 25

NuWealth rebrands as Quilter Invest

Follows its acquisition by Quilter in 2024

Financial planning | 30 Sep 25

FCA updates targeted support plans; Aegon warns of premature implementation

Changes to its FCA Handbook to support targeted support proposals

Financial planning | 26 Sep 25

HMRC and watchdog confirm stance on cancelling tax-free pension lump sums

The associated tax consequences cannot be undone

Could Dodd's marriage trigger an IHT review?

Financial planning | 24 Sep 25

PIMFA takes aim at ‘unworkable’ draft inheritance tax reforms

Proposed reforms risk creating serious problems for bereaved families

Europe | 22 Sep 25

Quilter Cheviot names new CEO

Goddard replaces Andy McGlone, who after 31 years at Quilter Cheviot, will depart at the end of the month in order to pursue other opportunities