wesleyan

Thematic Review of Retirement Income Advice released in March

Product director on a journey to ‘modernise’ With Profits Funds

'IHT is nipping at the heels of families with modest estates'

‘Neither of the two main political parties have mentioned it’

Three quarters of advisers have helped clients increase equities exposure

Risk ratings often don't tell the whole story

Decreasing exposure to equities also a popular strategy

More than half expect clients to postpone or change plans

A whole new frontier for smoothed with profits funds

Chancellor increased AA to £60,000 in Spring Budget speech