Quilter
Pension freedoms reform proposals ‘deeply controversial’
Capping the 25% tax-free lump sum could disincentivise people from saving into a pot
PEOPLE MOVES: Marlborough, Legal & General, Quilter
Investment firm names CIO, while CEO retires from financial services group
Receding inflows slow Quilter’s recovery
AuMA grew 3% in Q4 2022 but was down significantly from the start of the year
FCA worried about ‘superficial and over-confident’ Consumer Duty plans
Industry cannot ‘take foot off the gas’ with only six months to prepare for the regulation
Over 1 million Brits to be dragged into higher tax bands by 2027
Clients encouraged to make more efficient use of allowances