Vulnerable advice clients ‘slipping through the cracks’
Just 32% of advisers have put specific practices in place to help these customers
United Kingdom
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Trust company fined £450,000 in Guernsey
Watchdog said it failed to meet minimum criteria for licensing
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UK investors received £584m in compensation in 2021-22
Lifeboat scheme paid out £114m to 9,000 mini-bond victims in six months
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PEOPLE MOVES: FCA, AllianceBernstein, HSBC AM
UK regulator names chair, as investment manager makes c-suite changes
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International life business ‘back to pre-pandemic levels’, Ailo says
Europe continues to lead the way with biggest share of the market
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How onshore bonds can be a useful tool to tackle IHT
Ability for them ‘to meet clients’ needs for investment and later life financial planning is particularly powerful’
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Boris Johnson to step down as UK prime minister
Following the resignation of around 60 ministers including Guy Opperman and Rishi Sunak
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FCA mulls Consumer Duty grace period
Legislation still set to come into force from April 2023
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Why is the UK tax system so complicated?
There has never been a ‘more important time’ for clients to understand their options
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Brits in the EU still face UK account closures
After Brexit, they are not allowed to hold a bank or investment account in Britain if they are not resident
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‘Uncomfortable’ bear market has opportunities for active mangers
Current environment is ‘tricky to navigate’ but will allow some companies to grow their earnings
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PEOPLE MOVES: UK Government, Julius Baer, Downing
Swathe of resignations hit UK government including Chancellor and Treasury secretary, while Swiss wealth manager names India CEO