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Latest press releases

31/03/2020

Quilter’s head of retirement policy, Jon Greer, says: “Investors have endured an incredibly punishing month as global markets have sold-off indiscriminately in an environment of economic uncertainty. This is especially troubling for people either in drawdown or approaching retirement due to the potentially damaging impact on retirement income plans.

19/03/2020

If you are covering the announcement that banks and building societies will extend the option of a three month mortgage holiday to residential landlords, and implement a moratorium on repossessions of mortgaged properties for both owner occupiers and buy-to-let property owners, please see the following commentary from Rachael Griffin, tax and financial planning expert at Quilter:

11/03/2020

If you are covering the 2020 Budget please see the following comments from Quilter spokespeople.

05/03/2020

If you are covering the Institute for Fiscal Studies (IFS) report on retirement expectations, attitudes and savings behaviour, please see the following comment from Ian Browne, pensions expert at Quilter:

25/02/2020

If you’re covering the ABI’s report on five years since the introduction of pension freedoms please see the following comment from Jon Greer, head of retirement policy at Quilter:

19/02/2020

Old Mutual Wealth, Quilter’s UK Platform, is pleased to announce the introduction of family linking, from April 2020. Family linking is a multiple family member discount which will significantly save money across the generations.

13/02/2020

If you are covering the news that Sajid Javid has resigned as Chancellor of the Exchequer, please see the following comment from Rachael Griffin, tax and financial planning expert at Quilter:

03/02/2020

If you’re covering the Financial Conduct Authority’s letter to CEOs of credit card firms on persistent debt please see the following comment from Rachael Griffin, tax and financial planning expert at Quilter:

30/01/2020

If you are covering the latest flexible payments from pensions statistics released by HMRC, please find below a comment from Ian Browne, pensions expert at Quilter:

29/01/2020

If you are covering the news that Stephen Timms MP has been elected as Chair of the Work and Pensions Select Committee, please see the following comment from Jon Greer, head of retirement policy at Quilter:

28/01/2020

If you’re covering HMRC’s figures on the amount pensioners have had to claim back after unnecessarily being hit with emergency tax, please see the following comment from Jon Greer, head of retirement policy at Quilter:

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:

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