FCA ‘urges’ advice firms to review retirement income processes
Thematic review finds areas for improvement in how firms provide advice
Industry
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Investec gives projected profit increase ahead of Rathbones merger
Full-year results expected 23 May
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Financial planning scenarios for VCTs
Triple Point’s Diana French provides some examples of how financial advisers are using VCTs in their regular financial planning
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FCA increases spending and aims to bolster UK stockmarket in 2024/25 business plans
Will increase its workforce to 5,000 staff members by the end of March 2024
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UK model portfolio sales outstrip overall fund sales
Tatton Investments ranks as best-selling model provider for the period
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Investment veteran to launch new investment boutique firm
New boutique will operate under PI Investment Services umbrella
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Andrew Bell retires from Witan triggering management review
The £1.5bn trust will review its multi-manager strategy as Bell leaves after 14 years as CEO
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PEOPLE MOVES: 7IM, GSB Capital, Artemis, Latitude, Axa IM
GSB has hired Michelle Devine as a London-based director
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Progeny names new head of Belgium office
Amanda Newell steps up
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Adrian Boulding: Are gilts a good-value fit for clients’ retirement income needs?
Unbroken 330-year track record of the British government never missing due interest or principal payments
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Fund selector Peter Sleep set to exit 7IM after 17 years
Senior investment manager has managed 7IM’s AAP range since its inception in 2008
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Three things advisers should know about KI EIS
KI EIS target companies focused on research and development