Emergency asset retention rules hit British Steel advice firms
To ensure they don’t weasel out of paying compensation to victims
United Kingdom
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FCA to make listed companies disclose board and C-suite diversity
‘Targets alone seldom achieve much; corporate culture change is required’
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Investors urged not to sit on covid ‘excess savings’
70% of people want to keep the extra cash they put aside in bank accounts
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70% of pension transfer requests spark scam warning
Current cost of living crisis ‘could lead to members looking to access their benefits’
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European PE investor buys Ascot Lloyd
It is currently owned by US firm Oaktree Capital Management, which bought Sanlam UK in 2021
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PEOPLE MOVES: Fidelity International, Ballards, Value Partners
Investment manager names China managing director, as UK firm bolsters private client operation
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Asset disposal ban for British Steel advice firm
Following letter from regulator warning companies to keep adequate financial resources
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SJP rolls out tools to help vulnerable clients
‘Increasing regulatory pressure’ has made it more important advisers have access to resources
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72% of Brits never completed a ‘pension Will’
Expression of wish is a ‘valuable piece of evidence’ for trustees establishing the right beneficiaries
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AJ Bell low-cost investment app goes live
Firm has ‘focused on removing jargon, making it quick and easy to open an account’
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Asset manager buys 50% stake in DFM for £7m
Deal adds £800m in assets under management
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6% rise in AuMA for Quilter
But invasion of Ukraine had an impact on the firm’s Q1 results