Cost-of-living crisis triggers 23% surge in taxable pension withdrawals
£3.6bn was taken in the first quarter of this financial year
Industry
-
-
‘Misleading’ tobacco claims land Vanguard with greenwashing fine
Firms ‘must be able to substantiate the full exclusion’ of investments
-
Director banned over £8m care home investment scheme
He has been handed a 10-year disqualification order
-
IFA group completes 11th acquisition of 2022
Deal adds £100m in assets under management
-
US in the news: Pathstone buys trust company
A round-up of people moves and M&A deals across North America
-
‘Woeful’ British Steel IFA company fined £2.4m
It provided unsuitable pension transfer advice to both BSPS and other DB members
-
JP Morgan PB invests in two Swiss fintech firms
To bolster its digital offering for UHNW clients across Europe, Middle East, Latin America and Asia
-
Why I became a financial adviser…
Louise Worrall was in the Royal Navy before joining Worrall Financial Management
-
PEOPLE MOVES: Wealth Wizards, Janus Henderson, Indosuez WM
Advice tech firm names CEO, as asset manager makes c-suite change
-
Tavistock offloads research firm bought six months ago
Business sold for £3m – the same price paid for it in May 2022
-
SJP partner firm makes fifth acquisition
Deal sees assets under management exceed £435m
-
Global advice company obtains Belgium licence
Firm can now provide services to clients across the EU