Advice firm loses high court challenge against FOS decisions
It ‘failed in its primary duty to properly advise on the suitability’ of pension transfers, Ombudsman says
News
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£37bn IHT bill for Brits in next five years
More families will be ‘caught’ in the inheritance tax net due to allowance freeze
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UOBAM inks partnership with investment firm
To distribute ETFs across Asia
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AIG to rebrand life and retirement business after IPO
This includes the insurer’s UK operation
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65% of SMCR investigations still open
Just two cases have resulted in penalties since the regime was introduced in 2016
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PEOPLE MOVES: Canada Life, Banque Cramer, BRI Wealth
Chair steps down from insurer, while Swiss private bank names CEO
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Barrister owed no duty of care to film investors
After they were refused tax reliefs from HMRC
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Nucleus sold for second time in a year
PE acquirer also holds a 22% share in Canaccord Genuity Wealth Management UK
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UK eyes extension to collective DC schemes
To include ‘decumulation only’ options, master trusts and multi-employer pots
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New Zealand advice firms merge
Combined company will have NZ$1bn in funds under management
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Ex-director wins appeal in unauthorised share scheme case
She will not need to pay restitution to clients who lost money
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Aegon completes sale of eastern European business after setback
Deal was first blocked in April 2021