IFA banned for misleading taxman and the FCA
He understated his income for five years
Latest news
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UK pension firm expands into wealth advice with acquisition
This is the company’s first M&A deal since it was set up in 2020
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DB transfer take-up hits six-year low
As market suffers from contingent charging ban
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IHT bills exceed £6bn for first time
‘Inheritance tax is becoming ever-more lucrative for HMRC’
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Advice industry ‘must redouble’ efforts to attract more women
As evidence shows the female adviser gap is ‘starting to narrow’
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NRIs reluctant to buy life cover
They ‘have a false sense of perpetuity and do not feel the need for insurance protection’
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WWF Singapore and ASFI launch sustainable finance courses
Bank of Singapore is the first company to roll them out to its staff
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Avacade duo handed six-year bans
After they paid themselves £1.3m and ignored creditors
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HMRC lacks data on pension annual allowance breaches
While DWP under fire for £1bn in underpaid pensions
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Does remote working mean weaker cybersecurity for platforms?
Not being in an office meant that ‘a lot more sensitive data is being held electronically’
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PEOPLE MOVES: Lombard Odier, Aviva, Marlborough
Wealth firm names managing director of Italian private banking, as insurer makes c-suite changes
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Sale of Aegon eastern European business blocked
But insurance giant and acquirer will appeal the decision