Retirement
One in two UK financial advisers plan to retire during the next five years
51% of IFAs, financial planners say their firm will only keep up to 50% of clients’ assets they currently personally manage
Retirement | 18 Jun 24
Tread ‘very carefully’ with overseas transfers amid UK Election limbo
QROPS transfers to a UK pension scheme are ‘in danger of losing out’
STM agrees transfer out of workplace master trust in deal with Smart Pension
STM currently carries on its UK workplace pensions business through the Options Master Trust
Retirement | 10 Jun 24
Labour ‘u-turns’ on plan to reinstate pensions Lifetime Allowance
The LTA of £1,073,100 was legally abolished in April, having been practically removed at Jeremy Hunt’s 2023 Budget
Financial planning | 30 May 24
SIPPs: an access point for advisers targeting the future-conscious digital natives
A slick SIPP offering can help advisers to tap into the younger, but growing, pool of digital natives