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Old Mutual Wealth adds pension specialists to sales team 14:03 GMT Old Mutual Wealth has appointed two pension specialists to its specialist sales team, Roddy Munro and Tim Mason. Enhanced fund research tool expands financial advisers' client offering 23/12/2014 Online pensions and investment technology company Selectapension has augmented its Fund Research tool to assist financial advisers in serving their existing client base and the growing number of consumers saving for retirement. Could UK's new pension regime expose wealth managers to compensation claims if tax situation is ignored? 22/12/2014 Many have heralded the new UK pension regime as a golden opportunity for the wealth management sector. However, careful consideration needs to be paid to tax concerns or it could become a serious issue for the sector, a tax expert has warned.
The UK's 2015 private pension regime: challenges and opportunities for the UK wealth management sector 17/11/2014 Until the past decade the UK wealth management sector tended to regard pensions with a certain degree of ambivalence. The perception appeared to be that although pensions were important they not part of the wealth management mainstream and best left to other institutions.
UK government sets further freedoms to withdraw pensions cash 14/10/2014 Chancellor George Osborne has announced a new round of freedoms for people with pension funds, adding to the sweeping changes already disclosed aimed at transforming the formerly heavily regulated superannuation sector.
Retirement spending on the increase – Investec research 24/09/2014 The near-retired, those aged between 55 and 64 are planning to spend a larger amount of their retirement pot in the immediate years after they retire. Royal London reeling from pension charge cap 19/08/2014 Royal London, one of the UK’s largest mutual life, pensions and investment companies, has warned of the damaging consequences of the UK Government’s price cap on pensions, stating that costs have been “grossly underestimated,” and could cost the industry £1 billion. Over half of wealthy investors in the UK feel their retirement is under threat – research 12/05/2014 The UK is at a retirement crossroads, with over half of Britons admitting to not having financial goals and of those that do nearly two thirds do not have a plan in place to reach them. Walker Crips plots further expansion 21/03/2014 Walker Crips’ acquisition trail will not stop before the firm hits £5 billion AUM according to executive director David Hetherton. Swiss private bank teams up with Helvetia Insurance 04/02/2014 Notenstein Private Bank and Helvetia Insurance have entered a cooperation agreement for the provision of management-level pensions.
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