The issue with providing ‘reverse solicitation’ to EU clients
Regulators across the bloc have started to scrutinise the practice by UK advisers
United Kingdom
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Retirement strategies must change to keep up with inflation
CPI hit 9% in April 2022 and is set to rise further in the UK
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87% of young Brits lack financial education
Despite money management being part of the curriculum across most of the UK
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PEOPLE MOVES: Veritas Group, Standard Life, Cazenove Capital
Ex-Forthplus Pensions director joins investment firm, while savings giant names retail intermediary MD
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SJP partner firm acquires Scottish advice business
It is the company’s second deal in three years
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FNZ invests in global sustainability data provider
To help retail investors, advisers and wealth managers allocate capital according to their principles
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Low-risk pension transfers being ‘needlessly halted’, says Quilter
‘There is a clear divergence between policy intention and the practical application of the law’
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South African wealth firm aims to ‘disrupt’ UK advice market
‘We believe there’s an opportunity with the one-man bands’
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2.5 million UK adults to be dragged into higher rate tax band
But ‘now have a much bigger incentive to put more money into their pensions’
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78% of Brits do not have a Lasting Power of Attorney
Number of people approaching later life without one ‘remains worryingly low’
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Over £1bn of Russian assets frozen in Jersey
While less than £5m has been seized in Guernsey
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Financial advice consolidation: too much or not enough?
Kingswood and Gunner & Co talk to IA about the state of the M&A market and its future