Half of UK advisers turn away 5 clients every month
Almost half of British financial advisers have turned away up to five potential customers in a month, while one in 10 has rejected six or more people, according to a new study by Prudential.
Almost half of British financial advisers have turned away up to five potential customers in a month, while one in 10 has rejected six or more people, according to a new study by Prudential.
British expats will not have the right to vote in the UK’s upcoming EU referendum after a High Court challenge to the rules failed on Thursday.
The British government’s plan to reveal the ultimate owners of offshore companies that have bought property in the UK is likely to be announced by the prime minister David Cameron next month.
The Financial Conduct Authority (FCA) has warned financial advisers in the UK to stop attending hospitality events such as rugby matches, often put on by investment firms looking to sell them products, as it may create conflicts of interest.
Reforms announced by chancellor George Osborne earlier this month could mean that non-UK domiciles are thousands of pounds better off if they hold onto their overseas assets until after they change their status, Rachael Griffin, the financial planning expert at Old Mutual Wealth, has said.
More than two-thirds of IFAs, or 69%, are in favour of the United Kingdom remaining in the European Union, according to an IFA survey conducted by GAM.
Nearly two thirds of UK seniors planning to retire this year are doing so earlier than their state pension age or before their company pension retirement date, according to new research published by Prudential.
The average full withdrawal from pension pots since UK rule changes came into effect in April 2015 was just under £25,000 ($35,346, €31,673), new research by online investment platform AJ Bell shows.
IFA consolidator AFH has pulled out of a potential bid to acquire Lighthouse as it sees “limited growth prospects” for the national advice firm.
More than a third of pension advisers in the UK admit that they have been ‘caught out’ by unexpected charges on self-invested personal pension (Sipp) wrappers, research by retirement specialists Momentum Pensions shows.
A third of British people who have retired abroad intend to return to the UK, according to new findings published by NatWest International Personal Banking (IPB).
Members of International Adviser’s Tax & Technical Panel give their views and insights on chancellor George Osborne’s latest budget announcement.