The Quilter platform has seen assets in outsourced investments in DFM (Discretionary Fund Management) models and managed portfolio services soar by 331% since the end of 2020.

Advisers have warned the FCA that its proposed introduction of targeted support under the Advice Guidance Boundary Review could cause significant consumer harm if the difference between guidance and advice is not more clearly defined.

Quilter Financial Planning, the advice network of wealth manager Quilter, has signed up four new appointed representative firms.

The Quilter Investment Platform and Aviva Platform were the two most recommended adviser platforms in 2024, substantially ahead of their rivals, according to new data.

Gross inflows into Quilter’s platform from IFAs rose 91% year-on-year during the fourth quarter of 2024.

Inheritance Tax (IHT) receipts rose £0.6bn (year on year) to £6.3bn for the period April to December 2024, according to the latest data from HMRC.

Changes to the treatment of pensions under new inheritance tax rules - due to take effect from 2027 - will exacerbate delays in probate cases, wealth manager and Financial Planner Quilter has warned.

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.

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

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

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

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

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

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

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

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.