PFS creates panel to set standards around sustainable financial advice
It will give advice on climate change and sustainability goals
United Kingdom
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IFAs raise concerns over proposed changes to pension death benefits tax rules
73% believe that they should be postponed until after the next election
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Invesco to close its global targeted return strategy
In a bid to simplify its multi-asset range
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Advice firm acquires Newcastle-based financial planning business
Adding £220m of AuA
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Private client services provider opens London office
Group will offer a range of financial, legal and lifestyle services for ultra-high net worth individuals
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Financial planning business snaps up UK advice company
Owner of acquired firm has decided to take a step back from advising
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31% rise in offshore-related nudge letters sent by HMRC
It is ‘clearly stepping up activity targeting taxpayers with undeclared income or gains’
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Financial advice company declared in default
FSCS has received eight claims about unsuitable pension advice
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Newly-launched financial planning firm makes first acquisition
Adding around £45m in assets under management
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FCA launches cinema ad to highlight dangers of ‘hype-driven’ investments
It will be shown before film about GameStop scandal
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Will more UK firms enter the UAE wealth market?
Country is becoming more appealing to expats
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UK-based model portfolio service provider raises £10m
Backers include a private equity firm and a former Interactive Investor CEO