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Achieving Sustainability and Profitability: A Focus on Client-Focused Adviser Firms

Catering to the needs of clients and ensuring long-term profitability, our adviser firms prioritize sustainability and customer satisfaction.

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The Autumn Statement documents have confirmed that the abolition of the lifetime allowance (LTA) for pension savings is on track and will be completed by 6th April next year. This means that the maximum amount people can contribute to their pension pot without facing tax charges will be removed. The government plans to pass legislation in the Autumn Finance Bill 2023 to eliminate the lifetime allowance. This decision has made it more challenging for financial advisors and clients to plan for the long term. Caitlin Sout, the pensions technical manager at Curtis Banks, has expressed concerns about this situation.

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Featured Author

Jenna Brown

Assistant Editor

Additional content from Jenna Brown

The Financial Conduct Authority (FCA) is suggesting a new framework for investment advice compensation that would

Bond market: Instead of relying on predictions, concentrate on the simple strategies that guarantee success.

Further information about Pensions

An exciting development for individuals saving for pensions outside of their workplace

A fresh set of regulations by the Financial Conduct Authority (FCA) will be implemented starting from 1 December.

Examining the contradiction in the FCA's warning about non-workplace pension cash

Clients who have not received advice may consider seeking advice after receiving a warning about their pension cash.

The proposed changes to retirement savings plans have been described as a significant shift in workplace pension offerings. The industry believes that these reforms bring up concerns for employers and require thoughtful evaluation.

This content is the property of Incisive Business Media (IP) Limited and is published by Incisive Business Media Limited. The office is located at New London House, 172 Drury Lane, London WC2B 5QR. The company is registered in England and Wales with the registration numbers 09177174 & 09178013. It is a part of the Arc network, which can be found at www.arc-network.com.

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