United Kingdom
Over 5,000 families reclaimed overpaid inheritance tax last year
With 1,000 families already reclaiming in 2023/24
Half of Europe’s asset managers yet to achieve 40% female representation on boards
Though boardrooms have ‘visibly evolved’, according to EY Investors Boardroom Monitor
Advice tech market lacks ‘effective collaboration and integration’
IA speaks with Fintel joint chief executive Matt Timmins about the progress of technology in the industry
Retirees need ‘mix and match’ approach to income planning
Combining annuities with other retirement planning products can help individuals meet their income needs
UK MPs launch inquiry into sexism in financial services
As they explore whether careers in the industry should be marketed to a more diverse base of individuals