Hong Kong regulator takes aim at orphan insurance policies
After rise in complaints from policyholders
Latest news
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L&G to merge insurance and retirement arms
Chief executive of insurance division to take charge
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Only 20% of young Brits ‘on track’ with retirement planning
Process feels ‘overwhelming’ as half cannot afford to contribute more into their pots
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Royal London and Square Mile team up to educate advisers on ESG
By creating a series of videos and guides to help them navigate range of products available
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62 investors lose bid to sue Gibraltar Qrops trustee in UK
Judge said they failed to establish a ‘good arguable case’ for it to take place in Britain
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74% of Brits have done nothing to reduce future IHT bill
There is ‘a huge opportunity for further education and guidance’ on inheritance tax planning
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NRIs need to approve recurring payments in battle against fraud
They will have to send their banks in India advance notifications or face having transactions cancelled
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How to support ethnic diversity in the investment sector
Data shows that inclusive firms perform better, but ‘treating people equally is the right thing to do’
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Decade of triple lock increased value of state pension by 35%
But next year marks the first time the rise will not be in line with the model
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UK wealth manager partners with real estate trade body
To provide members with financial planning, investment management and tax planning services
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UBS Chinese subsidiary gets distribution licence
Making it the second wholly foreign-owned enterprise to obtain such permissions
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PEOPLE MOVES: Utmost, Morgan Stanley, Tilney Smith & Williamson
Insurer makes board changes, while US giant names head of global centres in India