‘Contemptible act’ sees insurance agent banned in Hong Kong
She lied about her academic qualifications
Latest news
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Redress solution for bad pension transfer advice likely to cause more problems
If enacted, the recommendations could put consumers in a worse tax position
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FCA to tackle advice-guidance boundary in market review
It aims to remove regulatory burdens for advisers and allow them to lower charges
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PEOPLE MOVES: Natixis IM, LV=, Blackrock
Investment manager names Singapore boss, while UK insurer hires CEO
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US life insurer unveils wealth accumulation products
Primarily through exposure to equity markets and dividends
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Gang raided in joint UK-Romanian fraud operation
They pretended to help scam victims only to defraud them a second time
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CISI and financial planning network roll out scholarship scheme
To support fresh talent joining the sector
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UK financial adviser banned
He stole around £300,000 via a ‘dishonest and sophisticated scheme’
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Wealth managers and advisers miss out on intergenerational business
‘They should contact family members of clients who might value support after a major inheritance’
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Fatca restrictions ‘neither proportionate, nor necessary’
EU report questions compatibility of US legislation with European data privacy provision
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Pension industry hopeful after rumours of tax allowances review
‘These need an urgent overhaul, particularly at a time of rampant inflation’
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Kingswood enters Ireland with seventh acquisition of 2022
Deal brings group assets under advice to more than £10bn