80Twenty brings in more than half a billion of funds under management

Lifeboat fund also updates on alternative fund manager MCI Global Investment Advisors

100% of shares transferred to the EOT without imposing any third-party debt

Following the network’s hunt for minority investor support in 2023

PIMFA to develop guidance in response to regulator’s findings

‘This is something that the regulator should be looking at more’

Typical relationship with financial adviser lasts around seven years

Needs to include wider considerations of capital drawdown beyond pensions

As speculation around CGT regime changes ramp up ahead of the Budget

Responses include client referrals and offering a more comprehensive service