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The Path to Sustainable, Profitable, and Client-Focused Adviser Firms

FOR ADVISORY FIRMS THAT ARE CLIENT-FOCUSED, PROFITABLE, AND SUSTAINABLE

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According to official documents released with the Autumn Statement on 22 November, the abolition of the lifetime allowance (LTA) for pension savings is on track to be completed by 6 April next year. The LTA, which sets the maximum amount individuals can contribute to a 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 both advisors and clients. In the event that the Labour party wins the next general election, they have committed to reinstating the LTA.

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Jenna Brown

Assistant Editor

Additional updates from Jenna Brown

The Financial Conduct Authority (FCA) suggests implementing an investment advice redress framework based on the

Bond market: Instead of trying to predict the future, concentrate on the simple and guaranteed opportunities.

Additional information about Retirement Savings

Exciting news for individuals who save for their retirement outside of a workplace setting

A fresh set of regulations from the Financial Conduct Authority will be implemented starting from December 1st.

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

Clients who were not given advice may seek advice once they receive a cash warning.

The proposed changes in workplace pension provision have been described as a significant transformation. The industry believes that these reforms pose important questions for employers and require thoughtful examination.

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

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