DB transfer values fall to lowest month-end level for 7 years
93% of cases raised at least one scam warning flag in May
Industry
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Navigator partners with Fullerton FM to roll out investment range in Singapore
Fund will officially be launched on 5 July
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19 million Brits over 50 will not consider annuities
Less than a third have or would contemplate buying one
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Another IFA banned from providing advice on pension transfers
FCA has also prohibited him from holding any senior management function in a regulated firm
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How UK advice clients should plan for a Labour government
Brits with savings can make decisions now to protect their wealth for the future
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Emotional support is a key reason for clients hiring financial advisers
Report also found 32% approached IFAs to get them to help with specific financial needs
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FCA carries out 30 investigations over British Steel DB transfer advice
Regulator is making final decisions on ‘what sanctions are appropriate where we have found misconduct’
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International advice network launches US operation
As it gets authorisation by two Swiss regulators
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PEOPLE MOVES: Aviva Investors, Fairstone, Standard Life
Asset manager and advice firm make c-suite changes
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Aveni unveils AI platform for financial advice firms
Solution will look to cut admin time down from hours to minutes
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Wealth consolidator snaps up Square Mile
Research and consultancy firm will continue to operate under its own brand
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Novia Financial partners with ESG Accord to launch sustainability framework
It will be aimed at financial advisers, compliance consultants and paraplanners