PEOPLE MOVES: Lloyds, Brooks Macdonald, Quilter Cheviot
Banking group names head of international PB, as wealth manager makes c-suite change
United Kingdom
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Pension tax overpayments hit £56m in Q2 2023
This is up almost £8m compared to the first quarter of the year
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Five potential impacts of Consumer Duty
NextWealth predicts what will happen after the FCA’s regulation is implemented
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Schroders advice subsidiary buys UK financial planning firm
Deal adds £755m in AuA
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£60m fall in FSCS compensation costs for LDII class
Lifeboat scheme said this was due to reduction in redress over Sipp products
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Networks are the ‘future’ of the financial advice industry
As Consumer Duty will place significant pressure on smaller firms
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Man charged with fraud over £1.3m unauthorised investment scheme
He will appear at Southwark Crown Court on 15 August 2023 for a plea and trial preparation hearing
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UK watchdog launches inquiry into Nucleus/Curtis Banks deal
It wants comments on the transaction from any interested party by 2 August
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GAM investors aim to scupper Liontrust takeover bid with rival offer
Offer at a 29.1% premium to the fund manager’s proposal
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Q&A with Tony Allan – head of business development at LGT
‘We see opportunities within the DFM market – and we aim to be part of it’
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PEOPLE MOVES: M&G, Aviva Investors, TIME
Savings giant hires life insurance CEO, as asset manager names global head of distribution
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UK-based adviser loses regulatory permissions
After he failed to file returns to the FCA