Quilter

Your profession

Financial advisers adapt to a post-pandemic world

Back to normal?

clock 27 July 2021 • 4 min read

Regulation

Only one in 700 scams results in a fraud conviction

Convictions have slumped to their lowest level since 2007

clock 26 July 2021 • 2 min read

Adviser tips

Industry Voice: 4 ways to demonstrate the value of a gifting strategy to a family

The intergenerational wealth transfer opportunity is there for advisers that are willing to engage with both existing clients and their wider families.

clock 26 July 2021 • 4 min read

Retirement

Controversial NI hike delayed - where next for social care?

Reports govt will break manifesto pledge to fund reform plans

clock 21 July 2021 • 5 min read

Estate planning

Govt sets out LPA reform plans to simplify process

12-week consulation

clock 20 July 2021 • 3 min read

Adviser tips

Industry Voice: Identifying the right households to speak to about gifting

Opportunities exist for more structured gifting plans if households and families understand the long-term impact gifting can have.

clock 19 July 2021 • 4 min read

Investment

Lifetime ISA exit charges more than triple during lockdown

FOI request

clock 12 July 2021 • 2 min read

People

Quilter hires head of inclusion and wellbeing

Replaces Kate Richardson

clock 17 June 2021 • 1 min read

Your profession

Legacy Caerus SIPP complaint sees Quilter compensate client

Missed out on investment gains

clock 27 May 2021 • 4 min read

Retirement

NHS staff breaching annual allowance reach for scheme pay options

38% with scheme pays option breached AA

clock 24 May 2021 • 2 min read