Intergenerational wealth transfer key for industry in 2022

Pension Technical Manager Jessica List discusses the view that intergenerational wealth transfer and fairness will be a key topic in financial services in the coming year, with the potential for future changes to the IHT and pensions rules addressing this subject.

You can also find out more about our new partnership with the Intergenerational Foundation through which we’re aiming to raise the profile of rising wealth inequalities and work with policy makers to ensure fairness between generations.

Read more in Professional Paraplanner.