Canada Life
PEOPLE MOVES: Canada Life UK, Lombard Odier, Phoenix Group
Insurer makes c-suite changes, as Swiss wealth manager names managing partner
How much impact will COP26 have on UK retail investment?
Industry hopes conference ‘will be driving conversations in households across the country’
UK retirees to get ‘third biggest increase’ in state pension
But 3.1% uplift in the 2022-23 financial year ‘may fall short’ of cost of living rises
Soft skills crucial to meet intergenerational planning demands
‘Ability of the adviser to address and tackle the core issues of vulnerable clients and family disputes will be vital’
74% of Brits have done nothing to reduce future IHT bill
There is ‘a huge opportunity for further education and guidance’ on inheritance tax planning