43% expressed concerns about retaining assets from clients’ spouses and heirs
Group AUMA reaches £116.2bn at end of September 2024
Octopus Legacy on simplifying death planning by blending empathy, trust, and technology
Majority recognise benefits of financial advice but are struggling to find it
Rachel Reeves’ comments come ahead of the budget on 30 October
Only 13% of individuals received financial advice regarding pensions in last 12 months
Chancellor considering a hike to rates between 33-39%
'Extreme' concern over potential changes in pensions
Advisers and planners want to see changes following fresh government
More than a quarter of advice firms have taken on more new clients than usual