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Latest press releases

16/01/2020

If you’re covering the Association of Consulting Actuaries report, which shows 75% of employers think the current pension tax structure was too complicated and needs simplification please see the following comment from Ian Browne, retirement expert at Quilter:

15/01/2020

Following a change to the Child Trust Funds Regulations, allowing an account provider to transfer a Child Trust Fund as it matures to an ISA or a protected account where no instruction has been received, please find below a comment from Rachael Griffin, tax and financial planning expert at Quilter:

13/01/2020

Old Mutual Wealth, Quilter’s adviser platform, has added a voluntary ‘scheme pays’ feature to its personal pension, the Collective Retirement Account (CRA), allowing customers to settle annual allowance tax charges for any pension scheme.

09/01/2020

Previously married couples are at risk of ignoring one of the most valuable assets in divorce settlements, the latest figures from the Family Law Courts shows.

19/12/2019

If you’re covering the Queen’s Speech please see the following comment on pensions and their social care policies from Jon Greer, head of retirement policy at Quilter:

13/12/2019

If you are covering the FCA paper Making transfers simpler –feedback to CP19/12 and final rules, please find comment from Steven Levin, CEO of Quilter’s platform, Old Mutual Wealth:

13/12/2019

Following Boris Johnson and the Conservative party winning the General Election with a majority, please find below commentary from Stuart Clark, portfolio manager at Quilter Investors, and Jon Greer, head of retirement policy at Quilter, discussing what it means for investments and personal finances:

10/12/2019

If you are covering the Intergenerational Foundation’s analysis on the party manifestos, please find below commentary from Jon Greer, head of retirement policy at Quilter:

06/12/2019

If you’re covering the British Medical Association’s recent comments on the annual allowance and the impact of the court ruling on 2015 public service pension schemes please see the following  from Jon Greer, head of retirement policy at Quilter:

27/11/2019

If you’re covering the SNP’s manifesto please see the following comment from Ian Browne, pensions expert at Quilter:

24/11/2019

If you’re covering personal finance policies in the Conservative manifesto please see the following comments from Rachael Griffin and Jon Greer from Quilter.

21/11/2019

If you’re covering the social care, inheritance tax, dividend tax and pension proposals in the Labour manifesto please see the following comments from Rachael Griffin, tax and financial planning expert  and Jon Greer, head of retirement policy at Quilter.

20/11/2019

If you’re covering the social care, tax policy and pension proposals in the Liberal Democratic manifesto please see the following comments from Rachael Griffin, tax and financial planning expert  and Jon Greer, head of retirement policy at Quilter.

19/11/2019

If you are covering the Green Party manifesto published today, please see the following commentary from Quilter’s head of retirement policy, Jon Greer:

18/11/2019

If you are covering the news that the government is planning to pay the pension tax bills of NHS workers caught by the pensions annual allowance taper, please find comment below from Jon Greer, head of retirement policy at Quilter:

18/11/2019

If you are covering the Office for National Statistics’ data looking at young people entering self-employment, please find below commentary from Ian Browne, pensions expert at Quilter

18/11/2019

Talk Money, Talk Pensions Week, starts today (Monday 18 November) and runs 18-22 November 2019. It marks an annual celebration of the work thousands of organisations are doing to help people manage their money and pensions.

30/10/2019

If you’re covering figures on flexible payments from pensions please see the following comment from Ian Browne, pensions expert at Quilter:  

28/10/2019

If you are covering the Social Market Foundation’s proposal that the government should pay public money into the personal pensions of women who take time out of work to care for children or elderly relatives, please find below commentary from Ian Browne, pensions expert at Quilter:

24/10/2019

If you’re covering The Pensions Regulator’s annual automatic enrolment report please see the following comment from Ian Browne, pensions expert at Quilter:

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