FCA worried about ‘superficial and over-confident’ Consumer Duty plans
Industry cannot ‘take foot off the gas’ with only six months to prepare for the regulation
News
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Asset manager signs distribution deal with Italian bank
And eyes similar agreements in the UAE
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Investment app expands into five European countries
It is now available in 10 jurisdictions across the continent
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Over half of UK adults do not have a Will
Brits warned IHT bills will be sky high if there is no estate plan in place
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DB transfer values plummet 37% in a year
2022 also saw a large rise in transfers being flagged as showing potential signs of a scam
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PEOPLE MOVES: Brooks Macdonald, Barnett Waddingham, Moneyfarm
Head of responsible investments departs wealth manager, while consultancy firm hires CEO of Sipp arm
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FCA threatened with referral to financial regulator watchdog
IFA blasts ‘repeated mistakes, delays and bad leadership’ that harmed thousands of British Steel workers
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What will be the most important feature of pension dashboards?
They ‘offer a fantastic opportunity for advisers to engage with clients’
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Capital Group and UBS team up to launch multi-sector income fund
It will be available to investors in Europe and Asia
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IHT freeze leads to record bills
Inheritance tax is no longer only an issue for the wealthy
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European IFA firm names group CEO
And extends company ownership to its own advisers and staff
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Wealth consolidator inks partnership deal with IFA firm
To develop investment propositions and manage model portfolios