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Old Mutual Wealth platform rebrands to Quilter - Money Marketing
Jun 14, 2021 · The rebranding is a result of Quilter plc separating from Old Mutual plc in June 2018 and listing on the London and Johannesburg stock exchanges. The Quilter investment platform, which has been ...
How high will annuity rates go? | Money Marketing
Sep 30, 2022 · From 1 September 2021 to 1 September 2022 annuity rates have jumped by nearly 50%. During this period, the benchmark annuity (£100,000 annuity, 23rds joint life with level payments for ages 65 ...
Chancellor halves CGT allowance to £6,000 from April 2023
Nov 17, 2022 · Chancellor Jeremy Hunt has decided to reduce the capital gains tax allowance (CGT). It will be reduced from £12,300 to £6,000 from April 2023 and £3,000 from April 2024. Hunt announced this ...
Royal London named ‘most-recommended’ pension provider
Darius McQuaid 14 February 2024. Royal London has been named the most recommended and preferred pension provider by advisers, according to Defaqto’s pension-service review 2024. Royal London not ...
When and how chargeable gains are taxed | Money Marketing
May 23, 2018 · Giving Sally a tax liability of £600 against the chargeable gain. If we now consider the international bond, as the chargeable gain does not carry a 20% tax credit the first £500 of the top ...
Consumer Duty: How can financial advice firms achieve …
Aug 11, 2022 · The FCA has a memorandum of understanding with the Equality and human rights commission (EHRC) in place and has indicted if firms do not follow its rules, it will act to prevent harm.
Sanlam Wealth rebrands to Atomos - Money Marketing
Jul 15, 2022 · Lois Vallely & Momodou Musa Touray 15 July 2022. Sanlam Wealth has rebranded to Atomos and laid out plans to become a “truly hybrid” wealth business to meet rising demand for remote ...