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Latest press releases

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.

29/03/2019

Old Mutual Wealth, part of Quilter paid 99.78% of life claims and 96.2% of all critical illness claims in 2018. Since 2016, Old Mutual Wealth has successfully paid out nearly £150m in claims across its life and critical illness policies.

28/03/2019

If you are covering the reports that the proposed probate fee hike has been delayed due to Brexit, please see the following comment from Rachael Griffin, tax and financial planning expert at Quilter:  

28/03/2019

If you are covering the latest Pensioners’ Income Series published today by the DWP, please see the following commentary from Ian Browne, pensions expert at Quilter:

25/03/2019

In preparation for Mother’s Day this week, Rachael Griffin, tax and financial planning expert at Quilter, explores five financial planning points which might impact a mother and her children’s finances.

21/03/2019

Today’s report from Nuffield Trust, the Health Foundation and the King’s Fund sets out urgent measures needed to prevent a workforce crisis for the NHS. These recommendations include tackling pension policy. If you’re covering this issue please see the following comment from Jon Greer, head of retirement policy at Quilter:

15/03/2019

If you are covering the ONS Living longer: caring in later working life release today, which explores the interplay between caring and working in later life in the UK, please see the following comments from Rachael Griffin, tax and financial planning expert at Quilter:

13/03/2019

In the Office for Budget Responsibility’s report it highlights the impact of the probate fee hike, including that the it expects the Office for National Statistics to classify them as a tax on capital and to generate £155 million a year in additional tax receipts (excerpt below). 

13/03/2019

If you’re covering the Chancellor’s announcement that social care will be included as part of the upcoming spending review, please see the following comment from Rachael Griffin, tax and financial planning expert at Quilter: