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Family offices increasingly defining ‘purpose of wealth’ to prepare next generation


By Jack Gray

Family offices are increasingly exploring and defining the purpose of their wealth to prepare the next generation for taking up the mantle, according to AlTi Tiedemann Global and Campden Wealth


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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


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Providers ‘must do more’ for savers in legacy pension products – FCA

People holding legacy pension products that are now closed to new savers could be receiving poorer value than those in newer ones, the Financial Conduct Authority (FCA) has warned

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Over-65s lack confidence in using bonds for IHT planning

There is a significant awareness gap around how investment bonds can be used as part of inheritance tax (IHT) planning among people aged over 65 in the UK, according to LV=

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Retirees regret withdrawing tax-free pension cash ahead of Budget

More than three fifths (61 per cent) of retirees who withdrew tax-free cash from their pension pots ahead of the Budget last year regret doing so, research from Quilter has shown

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Wesleyan launches two new With Profits funds

Wesleyan has launched two new With Profits funds to increase access to the benefits of smoothed investments for advisers and their clients

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FCA consults on investment disclosure regime for advisers and wealth managers

The Financial Conduct Authority (FCA) has launched a consultation on simplifying how advisers, wealth managers, and platforms communicate the costs of investing

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Govt and regulators urged to improve SIPP data reporting

Regulators and policymakers need to improve the collection and publication of data on self-invested personal pensions (SIPP), according to Aberdeen Adviser, after a freedom of information (FOI) request to HMRC showed a “significant gap” in the UK’s long-term savings data

Analysis shows ‘clear disconnect’ between wealth transfer expectations and understanding

There is a persistent reluctance among over-55s in the UK to discuss inheritance, despite widespread expectations of passing on wealth, research by YouGov for Mattioli Woods has found

NatWest completes £2.7bn acquisition of Evelyn Partners

NatWest Group has announced the completion of its acquisition of Evelyn Partners for £2.7bn
People moves: 7IM, St. James’s Place, and Copia Capital

The latest appointments in the wealth management industry

Clifton Wealth Partnership acquires Suffolk-based financial planning firm

Clifton Wealth Partnership (CWP) has acquired Suffolk-based financial planning firm Morgan Law Financial Services for an undisclosed sum

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Check out our latest appointments


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