Two UK IFA firms fail
With the FSCS receiving claims related to pension advice transfers for both
News
-
-
Brits may pay income tax when inheriting untouched pension pots
As the government considers new rules to replace the pensions lifetime allowance
-
PEOPLE MOVES: Lloyds, Brooks Macdonald, Quilter Cheviot
Banking group names head of international PB, as wealth manager makes c-suite change
-
Pension tax overpayments hit £56m in Q2 2023
This is up almost £8m compared to the first quarter of the year
-
Five potential impacts of Consumer Duty
NextWealth predicts what will happen after the FCA’s regulation is implemented
-
Schroders advice subsidiary buys UK financial planning firm
Deal adds £755m in AuA
-
Eight tax mistakes made by Brits retiring abroad
Blevins Franks discusses taxation issues around residency, pensions and inheritance
-
International wealth manager opens office in DIFC
It will focus on serving high net worth individuals, single family offices and EAMs
-
£325m class action launched against international life insurers
Investors involved are reportedly mainly retirees or near pension age
-
£60m fall in FSCS compensation costs for LDII class
Lifeboat scheme said this was due to reduction in redress over Sipp products
-
Allfunds rolls out private assets investment platform
Wealthtech company launched a dedicated team to help distributors access the asset class earlier this year
-
Networks are the ‘future’ of the financial advice industry
As Consumer Duty will place significant pressure on smaller firms