UK unveils LTA protection changes in Finance Bill
AJ Bell says ‘devil is in the detail’
Industry
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26% of British women have no formal pension savings
Education around retirement pots ‘needs to be improved’
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US in the news: Carson Group buys Louisiana wealth firm
A round-up of people moves and M&A deals across North America
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Hong Kong bids to bolster its family office industry
Government changes include a revamped investment migration scheme and tax concessions
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Marlborough creates investment platform for advisers
It has an annual charge of 0.20%
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Luxembourg-based private bank sold to global financial group
Acquired company has around €500m in client assets
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How will the Windsor Framework affect the financial services industry?
It is the era of a ‘more friendly EU-UK paradigm’
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PEOPLE MOVES: FCA, HSBC Global Private Banking, Fairway Group
UK regulator names joint executive directors of enforcement and market oversight
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Women face ‘significant’ barriers to enter wealth industry
Firms told they ‘need to challenge existing cultures and overcome gender biases in recruitment practices’
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Ex-HSBC private banking duo launch advice firm
Company has joined the Quilter Financial Planning network as an appointed representative
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57% of HNW Brits not comfortable talking money with next gen
But an overwhelming majority plan to pass down their wealth to their children
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UK retirees suffer £300m state pension shortfall
DWP identified nearly 47,000 instances where it underpaid pensioners since January 2021