6th February 2024

Update: 'Replacement' of the lifetime allowance

Following an initial Policy Paper and a Draft Finance Bill issued last summer - and a resulting consultation period - further draft legislation was released in November 2023. This has provided more clarity on the new rules and the transitional arrangements. In this postcard, Fidelity's Paul Squirrell summarises some of the announcements made in the draft legislation and analyses what this could mean for financial planning.

Wraps & Platforms, Tax, Trust & ISA, Pensions, Regulation

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It's time to tidy up transfers

Platforms were built to modernise financial services, yet advisers still face average transfer times of 11.5 days, with some stretching beyond 40. That’s not progress.

Quilter: Proven and established expertise

When you choose the Quilter Smoothed Funds, you are investing with Quilter and Standard Life. Both bring proven expertise and a commitment to the financial success of your clients.

Record gross sales and outflows for advised platforms in Q4 2025

Advised platform AUA grew by 4.12% to £738.63bn, despite outflows hitting record highs amid pre-Budget rumours in Q4 2025.

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