Quilter
Best Practice | 31 Jul 23
Advisers expect a drop in profitability due to Consumer Duty
Outsourcing ‘elements of the value chain can ease the heavy lifting’
Best Practice | 26 Jul 23
7.4 million Brits unable to contact financial services providers
As only 36% of UK adults believe most firms are honest and transparent in the way they treat them
17% rise in number of families paying IHT
Average inheritance tax bill fell 1% to £214,000 in 2020/21 financial year
32% of IFAs expect client fees to increase with Consumer Duty
As one-in-seven still feel unclear about advising clients on good customer outcomes
Pension tax overpayments hit £56m in Q2 2023
This is up almost £8m compared to the first quarter of the year