More advisers are worried about their clients incurring lifetime allowance (LTA) tax charges, according to retirement wealth platform James Hay Partnership, which saw queries around the upper contribution limit spike in the last quarter.
Data released by James Hay's technical support desk showed the firm received 103 lifetime allowance calls in Q1 of 2014, representing an 81% uptick on the same period last year. Adviser queries around...
First mentioned in Cridland Report
Second acquisition of 2019
Guy Opperman has rejected calls to speed up changes to auto-enrolment (AE) despite increasing pressure to boost contribution rates and overall savings pots.
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And 94% for critical illness