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Latest press releases

17/06/2019

Responding to the consultation on Investment Platforms Market Study remedies, Quilter today calls on the industry to support an overhaul of the re-registration process, which would see fund managers conduct share class conversions in order to facilitate in-specie transfers.

10/06/2019

June 10th marks the start of Carer’s Week an annual campaign to raise awareness of caring, highlight the challenges unpaid carers face and recognise the contribution they make to families and communities throughout the UK. Taking care of another’s finances as well as your own can be daunting and vary substantially depending on your relation to the person your caring for.

06/06/2019

If you’re covering the review of the High Income Child Benefit system please see the following comment from Jon Greer, head of retirement policy at Quilter:

05/06/2019

If you are covering the workplace pension participation and saving trends statistics published today by the DWP, please see the following comment from Ian Browne, pensions expert at Quilter:

30/05/2019

If you are covering the Office for National Statistics publication on the effects of taxes and benefits on UK household income for 2018, please the following comment from Quilter’s head of retirement policy, Jon Greer:

17/05/2019

If you’re covering HM Revenue and Customs research report on lifetime gifting please see the following comment from Rachael Griffin, tax and financial planning expert at Quilter:

15/05/2019

If you’re covering the Office for National Statistics figures on personal and economic well-being please see the following comment from Rachael Griffin, tax and financial planning expert at Quilter:

07/05/2019

Fewer than one in ten NHS staff forced into a tax penalty on their pension are taking advantage of the ‘scheme pays’ option which sees their employer meet the cost, new data shows.

02/04/2019

If you are covering the research note from the FCA published today, which explores the accumulation of wealth in Britain and what this tells us about the nation’s preparedness for retirement, please see the following comment from Ian Browne, pensions expert at Quilter:

02/05/2019

If you are covering today’s FCA paper on demographic change and intergenerational finances, please see the following commentary from Rachael Griffin, tax and financial planning expert at Quilter:

30/04/2019

If you’re covering pension figures from HMRC today please see the following comment from Ian Browne, pensions expert at Quilter.

30/04/2019

If you are covering new statistics on Isas published today, please see the following commentary from Quilter tax and financial planning expert Rachael Griffin:  

30/04/2019

If you are covering the Office of the Public Guardian’s safeguarding strategy, please see the following commentary from Quilter tax and financial planning expert, Rachael Griffin:

29/04/2019

If you’re covering the Centre for Policy Studies and MP Damian Green’s report on social care, calling for a system similar to the pension system, please see the following comment from Rachael Griffin, tax and financial planning expert at Quilter.

25/04/2019

If you’re covering figures from the Office for National Statistics on retired household disposable income jumping past on non-retirees and the House of Lord’s report on intergenerational inequality please see the following comment from Jon Greer, head of retirement policy at Quilter:

25/04/2019

If you are covering The British Medical Association’s warning to the chancellor of the exchequer that doctors will start reduce their NHS working hours unless tangible reforms are made to the NHS pension scheme, please see the following comment from Ian Browne, pensions expert at Quilter:

24/04/2019

If you’re covering HMRC’s latest Inheritance Tax receipts, which show a jump of 44.4% in March from the previous month, please see the following comment from Rachael Griffin, tax and financial planning expert at Quilter.

10/04/2019

According to research by the Big Window for Quilter, the wealth manager, just 37% of people are aware of the regulations around passing on wealth to family at death, despite the Treasury collecting a record £5.2billion in inheritance tax (IHT) last year.

05/04/2019

On April 1 government missed its fifth deadline for the social care green paper and has not revealed a new timeline. Rachael Griffin, tax and financial planning expert at Quilter comments:

04/04/2019

Old Mutual Wealth Life Assurance’s Independent Governance Committee (IGC), an independent body created in 2015 to oversee the governance of its workplace pensions, has today published its fourth annual report assessing the charges, investment strategy and service levels of its workplace personal pension schemes.

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