Advisers pick apart FCA pension transfer tool
Industry finds fault with regulator’s DB assessment guide after two weeks of trials
Author: John Lappin
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Advisers face surge in queries on what to do with extra cash
More Isa allowances are being utilised, while older generations show greater interest in gifting
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Fidelity not out to eat advisers’ lunch with wealth mgmt push
Roll out of financial advice venture raises questions about the firm’s role in the UK
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Can India step up to the plate as trade wars rage?
A reforming India sees an opportunity as China and the US slug it out in a world of competing systems
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A world of competing economic systems poses new challenges
Is the US-China trade war a symptom of the changing nature of global competition?
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Who’s to blame for the pensions transfer debacle?
Some accuse the FCA of using skewed data to paint a negative picture, others fault advisers
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EU needs single anti-money laundering authority, says thinktank
New regulator needs power to levy huge fines to stop stream of scandals
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Sipp providers must check offshore investments, UK rules
FCA warns Sipp providers to notify regulator of any financial strains due to claims from ruling
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Budget: pension dashboards and a cold-calling ban
Dashboards – plural – could be a game changer, as pensions cold-calling in the UK takes a big step towards oblivion
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No further pension raid in otherwise lacklustre budget
Pensions and the annual allowance were given stays of execution but no-deal Brexit could prompt rethink
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PEOPLE MOVES: Standard Life, UBS, DWS
Standard Life Aberdeen appoint UK propositions manager, while UBS Asia appoints new president
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London & Capital launches service for US expats in France
Wealth management service will advise on strategy for US and Europe-based assets