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  • Advisers warn FCA targeted support proposals fall short

    Financial advisers have broadly welcomed the FCA’s new proposals for targeted support for pension savers but have warned more clarity is needed if they are to succeed.

  • DWP accused of inaction over pension transfers

    Major issues continue to plague the DWP’s pension transfer regulations three years after they were implemented, new Freedom of Information data has revealed.

  • Quilter network adds 5 new AR firms

    Quilter Financial Planning has added five new Appointed Representative firms to its advice network.

  • Quilter Cheviot poaches new head of advice from 7IM

    Quilter Cheviot, the high net worth division of Quilter, has appointed 7IM’s Colin Rowe as head of advice, subject to regulatory approval.

  • Talk Money Week: consumers encouraged to check pension  

    Today marks the beginning of the Money and Pensions Service’s Talk Money Week with the theme this year being ‘Do One Thing’ – encouraging everyone to take a single, impactful step towards better financial health.

  • HMRC repays £44m in pensions tax in Q3

    HMRC repaid £44.3m to savers who paid too much tax when first accessing their pension between 1 July and 30 September this year.

  • Quilter sees 63% rise in net inflows for Q3

    Financial Planner and wealth manager Quilter has reported core net inflows of £1,507m for the quarter ended 30 September.

  • Quilter buys fintech NuWealth to boost digital advice

     

    Wealth manager and Financial Planner Quilter has acquired app-based fintech NuWealth to open up new opportunities in hybrid digital advice.

  • Industry backs move by Chancellor to scrap British ISA

    Chancellor Rachel Reeves is set to scrap plans to introduce a British ISA, according to widespread reports first circulated in the Financial Times.

  • Quilter Cheviot lowers fees for nominee MPS

    Discretionary wealth manager Quilter Cheviot has lowered the charges for clients invested in its managed portfolio service (MPS) via its own nominee arrangements.

  • Labour policies will enhance economy, say fund groups

    Seven out of 10 fund groups (69%) expect Labour’s policies to be beneficial to UK economic growth, according to Quilter Investors’ latest Investor Trends Survey.

  • Quilter extends platform offering with five portfolios

    Richard Goodall, sales and marketing director at Ascentric
  • Quilter sold to private equity firm Bridgepoint

  • Quilter Jersey staff beat RDR deadline and Jersey requirements

    Tim Childe of Quilter
  • Quilter merges with Cheviot Asset Management to create Quilter Cheviot

    Cheviot Asset Management website
  • IFP teams up with Hornbuckle Mitchell and Quilter for roadshow

    IFP logo
  • Roadshows find advisers still "getting to grips" with RDR

    Stewart Dick from Hornbuckle Mitchell
  • Quilter Cheviot Jersey appoints new investment director

    Lee Morris, Quilter Cheviot's new investment director.
  • Intrinsic to rebrand as Quilter Financial Planning

    Old Mutual Wealth CEO Paul Feeney
  • Old Mutual Wealth changes name to Quilter

    Old Mutual Wealth chief executive Paul Feeney

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