A quarter of UK advisers still do not segment clients
Firms are ‘considering new ways to structure retirement portfolios’ to improve outcomes
Latest news
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PEOPLE MOVES: Brewin Dolphin, XPS Pensions, Citi
Wealth manager hires head of international distribution, while pension firm makes c-suite change
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UK consumer campaign sets up green pension charter
To ‘show industry that customers want them to take serious action on the climate crisis’
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Diversity campaign partners with CFA and 60 investment firms
As they roll out student programme aimed at widening industry’s talent pool
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FCA targets 24-hour shut down of scam sites
It comes after national newspaper’s campaign saw thousands hand over personal details online
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£150m in pension funds lost due to slow UK policy rollout
Government has still not fixed a ‘quirk’ in tax system despite promising to in 2019
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Brooks Macdonald names CEO of international arm
Following departure of group chief executive to join Standard Life Aberdeen
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What do Brits need to do to move to the EU?
Residency requirements are more complicated now the UK has left the bloc
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Greater leniency for UK tax avoiders on the cards?
It is a ‘significant opportunity’ for investors who may pay HMRC ‘less than they strictly owe’
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Advice firms in Asia report decline in British expat clients
While number of Chinese, local and south east Asian customers is on the up
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71% of South African advice firms want to make acquisitions
While 20% have had in-depth conversations with clients about financial emigration
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Blackrock Chinese wealth JV obtains licence
Fund giant believes the market gives it ‘a significant opportunity’