Pension changes in budget give advisers plenty to think about ...
Oct 30, 2024 · Much speculation had been doing the rounds in the run up to today’s budget statement from Chancellor Rachel Reeves. As a result, advisers across the country have been bracing themselves in readiness to find out whether there would be changes to pension legislation announced as part of the package and, if so, exactly what they were.
FCA announces new proposals to help millions get support with …
Dec 12, 2024 · engagement by consumers with and understanding of pensions is low. the vast majority of consumers are ill-equipped to manage complex pension decisions confidently as only 9% of adults have taken full regulated advice in the last 12 months (Financial Lives Survey, 2024).
Guest insight | Will wealth management M&A activity increase in …
Dec 17, 2024 · Sharing his analysis on what we might expect to see in 2025, Carl Woodward, Director at Simplify Consulting, tells us why he believes that growth for the financial services sector is set to continue – but in many different ways not just in M&A activity.
Gifts valued above £1m made to charities in wills increased by a …
Dec 16, 2024 · The value of gifts over £1m made to charity in wills has increased by 33% to £1.1bn from £850m in the last year, says private wealth and family law firm, TWM Solicitors. Donations worth over £1m to charities represent 54% of the £2.1bn that was left to charity in wills last year. TWM says this ...
2024 Nucleus UK Retirement Confidence Index - IFA Magazine
Nov 14, 2024 · Nucleus have released their 2024 UK Retirement Confidence Index report, in which 4,300 people aged 18 and above took part in the recent YouGov research looking at retirement confidence levels.
Fidelity International macro outlook 2025: US poised to reflate
Dec 2, 2024 · “Expansive fiscal policy and significantly higher tariffs are likely to be the centrepieces of a second Trump presidency. The economy is in good shape: a strong consumer, solid private sector balance sheets, and a labour market that has softened but is historically strong have reduced the risk of recession.
Retirement income review prompts revisits to processes
Nov 5, 2024 · Two-thirds of advisers have made changes to their processes as a result of the FCA’s Thematic Review of Retirement Income Advice, according to a poll of financial advisers by Wesleyan*.. The FCA review, published in March 2024, suggested that while there are no systemic issues in retirement income advice practices, there are …
Latest News - IFA Magazine
All the latest news for financial advisors covering all aspects of the industry, from industry experts covering the business, the economy and more.
IFA Magazine congratulates all the winners of this year's …
Oct 16, 2024 · Paraplanner of the Year Award, sponsored by The Association of Investment Companies; WINNER: Brad Sheridan, BRI Wealth Management. CISI Accredited Financial Planning Firm™ of the Year Award, sponsored by Glascow Consulting
PIMCO Fed 2025 Outlook: Hikes Still Unlikely - IFA Magazine
Nov 25, 2024 · Many investors are asking whether the Federal Reserve will cut again in December or leave the fed funds target rate at the current 4.50% to 4.75% range.