Covid-19, global mobility and taxation
Financial planners need to have a good understanding of the 2013 statutory residence test
Quilter
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Ex-Sesame Bankhall MD named CEO of Quilter Financial Planning
Andy Thompson is to leave the business at the end of June
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Investors launch legal claim against two life insurance giants
After they lose life savings in ‘high risk fund mis-selling’ linked to LMIM
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Pension scams morphing into investment-like fraud
Regulatory action failing as think tank says lack of data obscuring ‘true scale of the issue’
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Is a wealth tax on the cards to fund UK covid-19 recovery?
As 72% of MPs agree taxes should increase to fund public services
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Mental health takes centre stage
Awareness week could not come at a better time as advisers struggle amid coronvirus crisis
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Young Brits to seek financial advice after covid-19 outbreak
Some 48% said they have started or saved more since the coronavirus pandemic
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Financial services firms team up to unveil protection tool
Advisers will be able to engage more with clients about one of the industry’s ‘most emotive’ subjects
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PEOPLE MOVES: Sanlam UK, Deutsche Bank, Invesco
Financial services firm makes C-suite hire, as banking giant hires head of ESG Asia Pacific
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PEOPLE MOVES: LGIM, Royal London, Aberdeen Standard
Investment manager hires COO, while mutual insurer names group CFO
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Navigating the different types of domicile
Number of enquiries to UK taxman have risen due to complexity of the system
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PEOPLE MOVES: Deutsche Bank, Prudential, EFG International
German banking group names APAC chief, while life insurer appoints Thailand CEO