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Navigating the Path to Sustainable and Profitable Adviser Firms: A Client-Focused Approach

FOR ADVISER FIRMS THAT PRIORITIZE CLIENT NEEDS, PROFITABILITY, AND LONG-TERM SUSTAINABILITY

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According to official documents, the abolition of the lifetime allowance (LTA) for pension savings is on track and expected to be completed by April 6th of next year. The LTA, which sets the maximum amount individuals can contribute to their pension pot without incurring tax charges, was announced to be removed in the Spring Budget. The government plans to pass legislation in the Autumn Finance Bill 2023 to eliminate the lifetime allowance. This decision has made long-term financial planning more challenging for financial advisers and their clients. Caitlin Sout, the pensions technical manager at Curtis Banks, has expressed concerns about the impact of this change.

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Featured author

Jenna Brown

Assistant Editor

Additional information provided by Jenna Brown

The Financial Conduct Authority (FCA) has suggested a framework for investment advice redress,

When it comes to the bond market, it is better to avoid relying on predictions and instead concentrate on the

Further information about retirement savings

Exciting new regulations for individuals saving for retirement outside of their workplace

Upcoming FCA guidelines to be implemented starting from December 1st

Looking into the FCA's contradiction regarding pension cash warnings outside of the workplace

Clients without financial advice may seek advice after receiving a warning about their pension cash.

The proposed changes in workplace pension provision have been described as a significant shift. The industry believes that these reforms have raised concerns for employers and require thorough evaluation.

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