UK Adviser
Best Practice | 26 Sep 22
Wealth managers and advisers miss out on intergenerational business
‘They should contact family members of clients who might value support after a major inheritance’
Pension industry hopeful after rumours of tax allowances review
‘These need an urgent overhaul, particularly at a time of rampant inflation’
Kingswood enters Ireland with seventh acquisition of 2022
Deal brings group assets under advice to more than £10bn
Aviva tops pension complaints list
But just 24% of cases were upheld in H1 2022, Ombudsman data shows
Over 90% of pension transfer requests flagged as scams – again
As transfer values fall below £200,000 for the first time since 2016 making the return of annuities more appealing