Advisers see increase in gilt-related queries from clients
Over half (51%) of financial advisers saw a considerable increase in the number of gilt-related queries from clients in 2023 compared to 2022.
Source: moneymarketing.co.uk
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Advisers warned April LTA changes are 'far from simple'
Upcoming changes to the lifetime allowance (LTA) will be a complex challenge for advisers to manage, AJ Bell says.
Source: professionaladviser.com
AJ Bell launches technical hub to support advisers post-LTA
AJ Bell has launched Tech Zone, a new technical hub for financial advisers designed to support them with impending pension tax changes when the Lifetime Allowance (LTA) is abolished in April.
Source: moneymarketing.co.uk
AJ Bell launches new MPS with no annual management charge
AJ Bell has launched a new model portfolio service (MPS) with no annual management charge (AMC).
Source: professionaladviser.com
The Morning Briefing: FCA terminal illness benefits review lauded and the big problems with adviser pay
Good morning and welcome to your Morning Briefing for Thursday 5 October 2023. To get this in your inbox every morning click here. FCA terminal illness benefits review lauded Protection provider CIExpert has applauded the Financial Conduct Authority for reviewing insurance companies approaches to terminal illness
Source: moneymarketing.co.uk