South African regulator to revamp trustee e-learning platform
First set of modules will be launched in September 2023
Trustee
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How important is the role of a trustee in a family trust?
Wealthy families have relationships often as complex as their financial and business interests
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Trust registration deadline looms
Just over 150,000 have been filed with HMRC in five years
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UK ombudsman unveils pensions dishonesty unit
To investigate breaches of trust, misappropriation of funds and fraud by scheme trustees
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Advisers and trustees need to be more risk and fraud aware
Covid is a prime example of an event that could trigger or reveal wrongdoing
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FCA trawls for information on Ark pension schemes
Clients of AES Financial Services/IPTS, as well as those from PPS and PPT, have been contacted
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Insurers fail to pay mini-bond victims
As bondholders face losing any redress on £46m investment
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Four British Steel pension scheme complaints rejected
As Pensions Ombudsman found ‘no evidence of scaremongering’ and ruled in favour of trustee
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Can IDD advisers still instruct Malta pension trustees?
Changes by the local regulator could cause significant problems for those with the ‘wrong’ licence
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Novia Global launches trustee investment governance service
Novia Global has partnered with a UK advice firm to launch a trustee investment governance service aimed at trust companies seeking professional advice on their investment policy statement and when reviewing arrangements with discretionary managers.
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More UK pension trustees to be hit with higher penalties
The Pensions Regulator is stepping up how it uses its enforcement powers, which includes financial penalties, and expanding who it considers to be a professional trustee.
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Boal & Co gains trustee licence in Gibraltar
Isle of Man headquartered Boal & Co has obtained a trustee licence for its Gibraltar QROPS business following approval from the British overseas territory’s regulator.