PI insurer halts offerings to DB pension transfer firms
Existing clients will be unaffected
Tax & Technical
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SJP rejects mis-selling and forgery allegations
A client reported the firm to the Ombudsman over doctored documents
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Two former Convoy executives charged in Hong Kong
They will join an ex-colleague in court on 24 July
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HMRC unaware of number of pension tax relief breaches
A freedom of information request revealed the taxman doesn’t keep track
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Aussie regulator eyes life insurance cold calling ban
After clients are pushed into buying complex products they don’t need, want or understand
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Ex-solicitor broke trust by dipping into client funds
He loaned over £370,000 to other people which was held in a trust by his law firm
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South African financial adviser arrested for fraud
He reportedly encouraged clients to put money into unregulated investments with ZAR100m potentially lost
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Malta pension rules cause industry confusion
As long as an adviser is regulated, they should have nothing to fear, trade body said
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Civil partnership shake-up to change UK tax system
Unmarried, heterosexual couples could gain IHT and pension rights
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Tax concerns push high net worth Indians to look offshore
Wealth managers urged to rise to the occasion or lose clients to foreign providers
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Hong Kong regulator tightens client asset protection rules
Some intermediaries and authorised institutions were not complying with the code of conduct
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Fifth of US expats consider handing back their passports
Citing lack of government representation, citizenship-based taxation and Fatca