UK regulator to simplify platform switches for investors
And stop clients from disinvesting before changing provider
Latest news
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American firm makes fifth acquisition of 2019
To keep building out options for financial advisers
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St James’s Place pursues Hong Kong growth
Saying its only real competition is the ‘residential property market’
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Legal victory for mini-bond victims
As judge rules in favour of appointment of independent trustee
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EU calls on America to fix Fatca
As it criticises the US for not reciprocating by signing up to the common reporting standard
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Investment manager creates Prod toolkit for advisers
They still need to work on their ‘to-do’ list as compliance is proving hard
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FCA in talks with Google over mini-bond online adverts ban
UK regulator aims to develop technology to check if firms are authorised
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UK taxman overtaxed more than 460,000 people last year
And they were forced to submit refund claims to get their money back
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Women-focused wealth business joins UK adviser
To improve the representation of women within the industry
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Standard Life locks drawdown price for retirees
As it reduces and simplifies charges for customers using its Wrap platform
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ANZ wealth arm sale gets green light
After it was stalled by regulator last year over potential IOOF managers disqualification
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China raises ownership cap on joint-venture life firms
It will allow foreign investors to own up to 51% before scrapping the limit during 2020