UK wealth giant to expand European presence
As it plans to significantly grow relationships with IFAs based in the EU
Latest news
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How will the GMP equalisation ruling impact pension transfers?
‘There potentially will be some difficulties’ as trustees may need to dig up data from 30 years ago
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UK retirement solution provider unveils robo-advice offering
‘Millions of customers risk sleepwalking into poorer retirements by failing to take financial advice’
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‘Largest ever’ monthly fall in pension transfer values
Mostly attributed to a rise in government bond yields which increased discount rates
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UK fund manager cleared of indecent assault
Junior female banker claimed the incident happened in 1998
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Advisers warned against traditional equities and bonds split
60/40 portfolios ‘will not serve’ clients well in this ‘era of record low yields’
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LGT Vestra commits to EU sustainability regulation
As it will allow investors and IFAs ‘to make more informed ESG decisions’
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Research firm partners with CISI to unveil advice access tool
Consumers will identify what type of financial planning they require according to their situation
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Industry ‘inherently contradictory’ on how to tackle FSCS levy
UK watchdog says it would be ‘utterly absurd’ to claim there is nothing it could do
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Quilter to merge investment management and private client arms
Review of international life business still pending as board not ‘in a position to reach a conclusion’
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What UK advisers have to do to work in EU post-Brexit
Work visas are now a certainty, but differing qualifications requirements may cause extra hurdles
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Platforms struggle to identify ‘orphan’ clients
Only 20% engage with advisers about stranded investors