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Royal London named ‘most-recommended’ pension provider
Feb 14, 2024 · “The number of products being recommended has jumped from 3.2 to 3.84 on average, or 3.6 if you discount workplace recommendations that have been newly added to …
Old Mutual Wealth platform rebrands to Quilter - Money Marketing
Jun 14, 2021 · Steven Levin chief executive of the Quilter platform and Quilter Investors said: “The rebranding of Old Mutual Wealth to Quilter means all our businesses now harness the …
UK Latest pensions news - Money Marketing
Money Marketing's coverage of the latest developments in pensions, including news, analysis and opinions, from pension company news to political reforms. Register now.
Chancellor halves CGT allowance to £6,000 from April 2023
Nov 17, 2022 · Chancellor Jeremy Hunt has decided to reduce the capital gains tax allowance (CGT). It will be reduced from £12,300 to £6,000 from April 2023 and £3,000 from April 2024. …
Schroders Personal Wealth launches new platform with …
Feb 1, 2024 · Schroders Personal Wealth (SPW) has announced it will launch its own platform, to bring the control and oversight of client money and investments in-house.
Consumer Duty: How can financial advice firms achieve …
Aug 11, 2022 · The FCA has a memorandum of understanding with the Equality and human rights commission (EHRC) in place and has indicted if firms do not follow its rules, it will act to …
Events - Money Marketing
Oct 24, 2024 · Money Marketing events are the industry's premier series, shaping the future of finance. Our diverse formats cater to your needs, empowering individuals and organisations …
Sanlam Wealth rebrands to Atomos - Money Marketing
Jul 15, 2022 · Sanlam Wealth has rebranded to Atomos and laid out plans to become a “truly hybrid” wealth business to meet rising demand for remote consultations.