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Online wealth manager launches cost comparison tool

Online wealth manager launches cost comparison...

Many investors are not aware how much their wealth manager is charging them for advice and management services, according to online wealth manager Netwealth.

Published : 26, Sep 2017
FCA rejects demand to review point of sale disclosure

FCA rejects demand to review point of sale disclosure...

Calls for a review of the complex and lengthy disclosure documents clients receive at the point of sale (POS) have been rejected by the Financial Conduct Authority despite the regulator admitting that customers can get confused.

Published : 26, Sep 2017
Canada Life International targets wider market

Canada Life International targets wider market...

The portfolio bonds from Canada Life International (CLI) have halved the minimum single and additional investment amounts and increased the maximum age of the youngest life assured by 10 years.

Published : 26, Sep 2017
Proceed with caution over pension transfers, FCA told

Proceed with caution over pension transfers, FCA...

Advisers need clarity and reassurance on defined benefit transfers, the FCA has been told by the pensions industry in response to its consultation on update existing guidelines around advising on DB transfers.

Wealth managers swap cash for bonds as caution persists

Wealth managers swap cash for bonds as caution...

Having hit a high of 9% in June, wealth managers cut their weighting in cash to 6.99% in the past three months in the Trustee MPI low-risk mandates.

Published : 25, Sep 2017
Three ways the UK will go beyond EU insurance sales rules

Three ways the UK will go beyond EU insurance...

The main UK regulator has pledged to go beyond the minimum requirements of the European Union’s new Insurance Distribution directive (IDD).

Published : 25, Sep 2017
UK to take £5bn hit as non-doms head for the exit

UK to take £5bn hit as non-doms head for the exit...

UK Government coffers could shrink by £5bn ($6.7bn, €5.7bn) if the rising numbers of non-doms thinking about leaving the UK permanently go through with it, accountancy firm Moore Stephens has found.

Published : 25, Sep 2017
French private bank enters UK wealth space

French private bank enters UK wealth space

Banque Transatlantique, part of French banking group Crédit Mutuel-CM11, is launching a wealth management business in the UK.

Published : 22, Sep 2017
Money matters as much as love in later life marriages

Money matters as much as love in later life marriages...

Money is as much a factor as love in later life marriages according to research by Investec Wealth & Investment.

Published : 22, Sep 2017
Plague of scams prompts more warnings

Plague of scams prompts more warnings

The UK’s Financial Services Compensation Scheme (FSCS) is the latest body to warn consumers that scammers are using its reputation in a bid to defraud them.

Published : 21, Sep 2017
Steps advisers can take to avoid €20m data breach fine

Steps advisers can take to avoid €20m data breach...

Financial advisers will have to do a “significant amount of legwork” if they are to comply with new data rules, or face a big fine, according to an expert.

Published : 21, Sep 2017
Sentiment to UK worse than after Brexit vote

Sentiment to UK worse than after Brexit vote

Investors are less confident about the UK now than they were in the aftermath of the Brexit vote or the UK snap election, according to the latest reading from the Lloyds Private Bank Investor Sentiment Index (LPBIS).

Published : 21, Sep 2017
Rigorous rules see OMW and CII partner on pension transfers

Rigorous rules see OMW and CII partner on pension...

Tougher rules and a 100% increase in pension transfer enquiries has prompted Old Mutual Wealth (OMW) to launch a DB to DC pension transfer training programme in partnership with the Chartered Insurance Institute (CII).

Published : 21, Sep 2017
Fresh pension freedoms inquiry targets scammers

Fresh pension freedoms inquiry targets scammers...

The influential UK Work and Pensions Committee launched an inquiry on Wednesday focused on the risk of savers being scammed after the introduction of pension freedoms.

Published : 20, Sep 2017
Private bank courts advisers with Sipp launch

Private bank courts advisers with Sipp launch

Edinburgh-headquartered private bank Hampden & Co has started lending to self-invested personal pension schemes (Sipps) as part of its offering to advisers.

Published : 20, Sep 2017
UK sentiment now worse than after Brexit vote

UK sentiment now worse than after Brexit vote

Investors are currently less confident in the UK than they were in the aftermath of the Brexit vote or the UK snap election, according to the latest reading from the Lloyds Private Bank Investor Sentiment Index (LPBIS).

Published : 20, Sep 2017
UK manager targets US wealthy

UK manager targets US wealthy

UK-based James Hambro & Partners has launched a new investment management service for American clients.

Published : 19, Sep 2017
FCA greenlights pension transfer qualification

FCA greenlights pension transfer qualification...

The Chartered Institute for Securities & Investment (Cisi) level 6 certificate in pension transfers and planning advice has been officially approved by the Financial Conduct Authority.

Published : 19, Sep 2017
Accelerated payment demands net £1.3bn for HMRC

Accelerated payment demands net £1.3bn for HMRC...

The UK taxman raked in 21% more cash from accelerated payment notices (APNs) in 2016/17, netting HM Revenue & Customs £1.3bn ($1.76bn, €1.47bn) from individuals and small businesses.

Published : 19, Sep 2017
Serious Fraud Office closure scrapped

Serious Fraud Office closure scrapped

The UK’s Serious Fraud Office will not be folded into Britain’s version of the FBI after plans by prime minister Theresa May were abandoned.

Published : 18, Sep 2017

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Steps advisers can take to avoid €20m data breach fine
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Financial advisers will have to do a “significant amount...

Fresh pension freedoms inquiry targets scammers
Fresh pension freedoms...

The influential UK Work and Pensions Committee launched...

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