Retiring is risky business
Having built up a pension, the pressure is now on the make good decision to ensure it doesn’t run out
Regions
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St James’s Place and CII focus on vulnerable client training
In a qualification exclusive to the wealth management firm
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UK taxman gets £59m less than expected from Qrops charge
But Treasury ‘will be pleased tax loophole has effectively been closed and further leakage prevented’
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Maltese financial services firms face potential fee hike
As regulator looks to reduce its dependence on government funding
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PEOPLE MOVES: Aviva, Sun Life, Brooks Macdonald
Aviva hires from Zurich to fill COO role, as life firm names president of Asia business
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Know your self-incrimination rights if HMRC comes knocking
Is it better to comply with compulsory requests or should individuals refuse to disclose information?
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Prudential buys US health platform
It will become a wholly-owned subsidiary of the insurance giant
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UK wealth manager rolls out planning service for ‘Henrys’
Those with a £200,000+ income can qualify regardless of minimum investible assets
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Does weaker sterling make UK property a better bet?
Inheritance tax, political uncertainty and tougher rules could mean London is losing its lustre
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CISI urges planners to offer pro-bono guidance to clients
As part of its financial planning annual campaign in the UK
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Sanlam blames slow growth on South African political landscape
As it is ‘hampering’ business improvement and investor confidence
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UK financial crime hits ‘epidemic proportions’
But FCA chair says regulator cannot step in to deal with it all