Canada Life
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
Shop around for annuities and save £130m
Retirees could gain £7,000 per £100,000 by looking at what options are available
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Triple lock ‘pressure’ on UK chancellor after 8.8% earnings rise
‘Numbers don’t look like they’re heading in a direction that will dig them out of a hole’