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Navigating the Path to Sustainable and Profitable Adviser Firms with a Client-Focused Approach

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

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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 April 6th of next year. The LTA, which is the maximum amount individuals can contribute to their pension without incurring tax charges, was announced to be removed in the Spring Budget. The government plans to pass legislation in the Autumn Finance Bill of 2023 to remove the lifetime allowance. This decision has made it challenging for financial advisers and clients to plan for the long term. Caitlin Sout, the pensions technical manager at Curtis Banks, noted that the Labour party has committed to restoring the LTA if they win the next general election.

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Introducing the Author Spotlight on Jenna Brown, who serves as the Deputy 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's best to forget about trying to predict the future and instead

Additional information about retirement savings

Exciting changes for individuals with non-workplace pensions

The Financial Conduct Authority (FCA) will implement a new set of regulations starting from 1 December.

Examining the inconsistency in the FCA's warning about non-workplace pension funds

Clients who have not received advice may seek advice once they receive a warning about their pension funds.

The proposed changes in workplace pension provision have been described as a significant transformation. The industry believes that these reforms bring up important issues for employers and should be thoroughly examined and evaluated.

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

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