United Kingdom
Aviva and FNZ partnership add new ‘state-of-the-art’ adviser tools to platform
The new adviser tools will include a digital adviser access and workflow tool for Aviva’s asset transfer service
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
Tatton AM sets new growth target of £30bn AUM/I by Q1 2029
Tatton’s IFA firms increased by 12.2% to 975 (2023: 869)
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’
Profiles & Comment | 18 Jun 24
Capital gains tax – all change?
Is there scope for simplification of the CGT rates?