PEOPLE MOVES: CISI, Charles Stanley, Lombard Odier
CEO steps down from professional body, as wealth manager makes c-suite change
AJ Bell
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FCA to tighten rules around promotion of high-risk investments
‘People need clear, fair information and proper risk warnings if they are to invest with confidence’
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Pension freedoms ‘a failure’ without guidance and advice
Savers deemed retirement system a ‘minefield’ as they struggle to understand how it works
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What is holding ESG, sustainable and responsible investing back?
As 55% of Brits say they aren’t aware of or don’t understand the terms
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FCA eyes ‘fundamental shift’ in customer protection standards
But watchdog criticised for lack of ‘clarity’ and ‘credible regulatory threat’ against ‘bad actors’
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PEOPLE MOVES: UBS, Novia Global, Hargreaves Lansdown
Wealth manager hires group CFO, as investment platform names sales director
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Pension transfer restrictions go live
‘The one lingering concern is how all providers will apply common sense when interpreting the rules’
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UK platform rolls out commission-free investment app
It will have an annual charge of 0.15%
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Too early to jump into ESG with both feet
Its influence is growing but diversification remains vital, says one investment manager
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Triple lock suspension gets go-ahead
After the House of Lords rejected government bid to halt system for a year
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UK government suffers setback in triple lock suspension plan
But is ‘certain to use its comfortable majority in Commons’ to overturn House of Lords amendment
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HMRC refunds £800m in overpaid pension freedoms tax
Industry hopeful that move to digital portal will reduce overcharging