A former Aviva Life Service UK client has lost his bid to be compensated for poor service, following delays in taking out a tax free lump sum from his pension, because he waited too long to make the complaint.
The Fry Group has revealed its new managing director and chairman from 1 April is to be Jeremy Woodley, its long-standing sales and marketing director, who is intent on accelerating plans for further offices across the world.
Seven Investment Management has launched a retirement planning service to help advisers in the UK look after clients at, and nearing, retirement.
The Pensions Advisory Service’s dispute resolution function is moving to the Pension Ombudsman.
The UK Government is planning to “swiftly” introduce a pension cold-calling ban, but has come up short on setting an exact date, as industry commentators have questioned how effective a ban will be in stopping criminals.
DBS Bank and Nanyang Technological University (NTU) Singapore have teamed up in a bid to build a sustainable talent pool of wealth management associates.
Inflation has been conspicuous in its absence since the financial crisis, in spite of the significant stimulus injected into many of the world’s major economies, according to Robert Lea, head of global equity research at Ashburton Investments.
Australia has launched a major public inquiry into alleged misconduct in the banking, superannuation and financial services sector.
Recent market volatility can represent a challenge to clients’ nerves – behavioural finance expert Greg Davies has three top tips for smooth investing in the turbulence.
The Fry Group’s David Pugh sets out the firm’s approach to the use of technology in improving and broadening its offering to clients.
One person in 25 in the UK expects to inherit an estate over a million pounds, according to research from Canada Life.
A volatile political landscape, constant regulatory upheaval and a recent economic downgrade to junk status are just some of the many challenges an adviser must overcome when setting up a new financial planning firm in South Africa.
