Canada Life creates professional trustee service
In a bid to ‘relieve the onerous requirements for advisers and their clients’
In a bid to ‘relieve the onerous requirements for advisers and their clients’
Trusts included for the first time
Taking its assets under administration and on technology to £2.7bn
UK watchdog says it has seen cases of trustees making ‘unsuitable investments’
Decision will be ‘welcomed by taxpayers and their advisers’
In a bid to expand its wealth management operation
As the business looks to bolster its onshore solutions offering
It is the group’s second acquisition since it completed an MBO in 2019
They come into force on 1 April
To bolster its offering in the Channel Islands
Deal is expected to close by mid-2023
He wanted to pass down his estate of over £1m to his two sons