Displaying items by tag: wesleyan
FCA's retirement review spurs advisers to change processes
Two-thirds of advisers (66%) have changed their processes as a result of the FCA’s Thematic Review of Retirement Income Advice published earlier this year.
13,112 teachers quit pension scheme in 12 months
The number of teachers opting out of the Teachers’ Pension Scheme has climbed 14% to 13,112 during the past 12 months, data collected by the Department for Education has revealed.
2 in 3 'unretirees' failing to consider tax trap
Two thirds (63%) of over-55s who plan to return to paid work have failed to check the potential tax implications of doing so, according to a new report.
Families failing to discuss inheritance plans
Two out of five married couples are keeping their families in the dark when it comes to their plans for passing on wealth, new research suggests.
75% of firm's advisers 'refereeing' retirement arguments
Three quarters (74%) of Wesleyan financial advisers have been caught in the middle of arguments between couples during retirement planning meetings.