Mutual purchases remaining stake in later life lending group
Financial planning is complicated, but even more so for cohabitees
More than a third (37%) of advice firms have changed fee structures
Against a backdrop of rising inflation and periodic bouts of market volatility, conventional attitudes towards investing have been challenged over the last 18 months or so.
7.2 million adults live as part of a cohabiting couple in the UK
Triple lock policy ‘never intended to last forever’
Advisers ‘still do not have their head round how complex LTA is’
Advisers place emphasis on obtaining clarity regarding pension taxation
This could mean losing out on £4,092 savings for those earning £35,000