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  • £75bn into adult ISAs in 2019/20

    Almost a fifth (18%) of savers maxed out their ISA allowance
  • Old Mutual Wealth platform rebrands as Quilter

    Quilter brand
  • Quilter hires new head of inclusion and wellbeing

    Tosin James-Odukoya
  • 180,000 NHS staff opt out of pension scheme

    Many NHS staff have opted out of its pension scheme - at least temporarily
  • Quilter Financial Planning chair joins main board

    Chris Samuel
  • LISA early withdrawal penalties triple to £33m

    Rachel Griffin
  • Earnings figures put triple lock under strain

    Without a change in the law, the Chancellor is obliged to increase the state pension by the growth in average earnings
  • Government launches LPA review

    Rachel Griffin, tax and Financial Planning expert at Quilter, welcomed the review
  • Ex-Quilter rep banned by FCA after conviction

    FCA logo
  • Fraud convictions slump as investment fraud rises

    A freedom of information report from wealth manager Quilter has found that despite fraud carrying a maximum sentence of 10 years imprisonment and a fine, in 2020 the average custodial sentence secured under the Act was just under 20 months and the average fine was £463.
  • Quilter cuts 140 advisers with more to go  

    Quilter CEO Paul Feeney
  • GDP rises 4.8% as economy set to recover by year end

    The Office for National Statistics posted its Q2 data this morning
  • Pressure on Chancellor over pensions triple lock

    The Chancellor will likely want to stick to his triple lock policy but not pay a huge increase to pensioners
  • Covid-19 deaths help fuel surge in IHT receipts

    The Government collected £2.7bn in inheritance tax between April and August, £0.7bn more than the same period last year
  • Utmost Group appoints new chairman

    Utmost Group
  • 4 external platforms to host AJ Bell MPS funds

    AJ Bell's website
  • Quilter chairman to step down in 2022

    Quilter's website
  • Jump in judges breaching annual allowance

    A number of professions have been suffering with this issue.
  • Wealth managers react as IHT burden rises

    The figures published by HMRC this morning come amongst speculation of an upcoming reform to IHT.
  • Numeracy scheme not enough says Quilter

    Quilter's website

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