PFS president resigns following CII directors debacle
She accuses the Chartered Insurance Institute of using ‘bullying and intimidation tactics’
United Kingdom
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PE-backed IFA company makes first acquisition of 2023
It has completed five deals since receiving private equity investment in March 2021
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Number of fines issued by the FCA doubled in 2022
As the UK regulator looks to take a more ‘proactive and assertive approach’
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UK advice group expands Scotland footprint with acquisition
Deal takes AuA to around £550m
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Unmarried Brits urged to reassess financial plans
As 43% of common law couples won’t get a life insurance pay out if partner dies
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PEOPLE MOVES: Bank of Singapore, IFGL, Novia Global
Private bank names CEO, as Isle of Man firm makes c-suite change
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Wealth consolidator buys UK advice firm
Deal adds £700m in assets under management
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How advice firms can improve client communications in 2023
Trust is a huge part of the industry
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How expats in EU are getting around UK bank account closures
But there are issues they should keep in mind
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Can the advice sector help fix ‘broken’ social care system?
‘The idea that people are forced to sell their homes to pay for care is a political hot potato’
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PEOPLE MOVES: The Pensions Regulator, SocGen, HSBC
UK watchdog names chief executive, while French giant hires head of private banking
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Investors should look at dividends for 2023
Quilter Cheviot to ‘focus on quality’ opportunities in the current economic backdrop