Technical Connection News Today

Discover this week's key stories on Money Marketing, including updates on job uncertainties with the announcement of product closures at Canada Life, and SJP's record funds under management despite a nearly 50% decrease in inflows. Explore more below:  Jobs at risk as Canada Life announces product closures Canada

There have been more than a few headlines lately indicating the government could be considering reform or abolition of inheritance tax (IHT), although, according to Technical Connection's Tony Wickenden, there has been no “on the record” comment on its future.

It has been a year of big news and developments – from Consumer Duty to Mansion House reforms, Budget bombshells to artificial intelligence. Something bound to get our readers clicking, however, are updates from everyone’s favourite, St James’ Place (SJP). 2023 gave us plenty to write about.

The ‘pot for life’ scheme chancellor Jeremy Hunt announced on 22 November during the Autumn Statement “is more likely to be used by people who are advised”.

Good morning and welcome to your Morning Briefing for Tuesday 24 October 2023. To get this in your inbox every morning click here. Lang Cat boss joins Calton Calton Wealth Management has named Lang Cat founder and chief executive Mark Polson as non-executive director. He will focus on helping the business grow and

Chancellor Jeremy Hunt has reportedly denied rumours he will quit ahead of the next General Election. On Saturday, The Observer wrote an article saying the chancellor is expected to stand down as an MP before the next election.

The policy statement for scrapping the lifetime allowance (LTA) is “massively lacking in information”, Technical Connection director Claire Trott has warned.

Nearly three in four advisers (72%) have seen an increase in demand for ESG and sustainable investments to be held in onshore bond structures, a study by HSBC Life UK finds. It found that on average advisers estimate nearly half (45%) of their client base holds onshore bonds.

For advisers, there is a clear benefit in building their business by having strong relationships with multiple generations, writes Mark Lambert

Although this month has been centred on Consumer Duty, Professional Adviser also wrote some eye-opening stories ranging from ‘finfluencers’ to the hot annuities market…