UK advisory firm fined for unauthorised pension cold calling
Company ‘clearly flouted the law when it should have known better’
Company ‘clearly flouted the law when it should have known better’
Current system ‘is simply not an option’, with earnings smoothing mechanism mooted
It will continue to ‘provide services to financial advisers who wish to remain independent’
Operation will offer personal tax, succession, estate planning and immigration services
It is the company’s 12th M&A deal since inception
Deal adds £65m in funds under management
Company was sold one day after administrators were appointed
But Link remains coy on sale of remaining assets
A year after it adopted the CII and PFS Pension Transfer Gold Status
But fifth of 45-60-year-olds are not taking action to strengthen their income
As only 40% of HNWs have plans in place to minimise the tax paid by beneficiaries
Industry should seek an ‘alternative’ to consolidator ‘marketing war’