Just 23% of IFAs offer DB pension transfer advice
‘It’s hard to predict what the position will be five years from now’
News
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Life and pensions consolidator eyes UK acquisitions
As it partners with financial services software and tech provider SS&C
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M&G Wealth rolls out PruFund range on platform
Full suite of offerings are now available to advisers
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Rothschild creates private markets operation for wealth unit
It aims to roll out offering across its key regions
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UK wealth manager snaps up Sipp firm
As the company looks to expand its offering
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FCA praised for opening direct bond access to retail investors
This follows the regulator publishing an engagement paper on non-equity securities
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Third IFA firm reprimanded over unsolicited offers to ex-BSPS members
As FCA sends ‘Dear CEO’ letter about companies using online portals of third-party actuarial providers to calculate redress
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76% of advisers plan to retire in the next 10 years
More than half haven’t told their clients yet
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US in the news: Banking group names head of wealth management
A round-up of people moves and M&A deals across North America
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Global wealth firm sets up expat LTA advice service
Removing the lifetime allowance cap has ‘significant repercussions for those saving towards retirement’
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Walter Jopp named CEO at UAE insurance company
He was previously chief executive of Middle East at Zurich International Life
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UK regulator issues warning to three DFM senior managers
FCA says they were allegedly involved in a ‘coordinated arrangement’ which led to ‘customers suffering financially’