Financial services duo form new UK wealth manager
The company will provide a range of financial services’ advice on pensions, planning and investments
The company will provide a range of financial services’ advice on pensions, planning and investments
Of more than 2,000 over-55-year-olds surveyed in the UK, 21% would be ‘shocked’ to pay tax on their pension
Guernsey and Isle of Man join Jersey to avoid EU tax haven blacklist
Advisers are ‘not educated enough’ to help over-55 investors
A source close to the firm told International Adviser that it expects to make more acquisitions before 2019
The director of the companies failed to disclose records to investigators
Only a small amount of UK financial advisers are prepared to send vulnerable clients to specialists in the sector.
The fund will have a minimum investment of just £1,000 ($1,290) (€1,130)
The firm’s new head of UK propositions says ‘this technology is a huge step forward’ for advisers
Figures reveal a rise in tax repaid to individuals over-charged when making use of pension freedoms
Spate of hires due to fact that ‘there is simply not enough advisers to provide advice in the UK’
Regulator can now penalise employees instead of just companies for breaches of Code of Practice