Strabens Hall appoints PAM to manage core portfolios
Pacific Asset Management will lead the wealth manager’s investment advisory service
Author: John Lappin
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Post-Brexit temporary permissions to last three years maximum
European funds in the UK to be given three-month ‘landing slot’ to apply for full authorisation
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FCA to ‘onshore’ EU rules in event of no transition
Rules including Ucits, Mifid and AIFMD to be directly incorporated into FCA handbook
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Contingent charging should be banned, says ex-FCA director
Mick McAteer believes there is ‘prima facie evidence for harm’ and the regulator was too slow to act
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Al Gore’s investment firm buys platform tech giant FNZ
FNZ valued at £1.65bn in first investment by partnership between Generation and a Canadian asset manager
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DB transfers 10 years from retirement pay 57% of scheme value
Calculation based on new FCA transfer value comparator methodology
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FCA valuation rules to see more property funds suspend trading
Regulations will require suspension if there is material uncertainty about 20% of fund’s holdings
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Stonehage Fleming joins forces with Lombard International
Family office will offer unit-linked life assurance to clients in 20 markets
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New pension transfer analysis still has ‘weaknesses’
Financial planning firm director queries why annuities are still used as a comparator
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Advisers may lose clients if they fail to embrace ESG
IFAs need to factor in younger clients’ concerns but a survey shows advisers want better ESG fund ratings
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Past tax advice cannot justify offshore non-compliance
Reasonable excuse less likely to work as mitigation under failure to correct regime
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Retiree not entitled to pension based on wrong annuity quotes
Ombudsman rules in favour of Phoenix Life despite litany of errors in fund and annuity projections