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The head of a UK IFA firm, which was one of the biggest sellers of the ill-fated Harlequin Property investments, has been fined £233,600 (€274,259, $291,491) for the poor advice he doled out to pension clients.
The British government has approved a new specialist financial adviser apprenticeship standard and will offer employers up to £9,600 ($11,979, €11,270) in financial help toward the training of a competent adviser.
UK wealth manager Tilney for Intermediaries is planning to launch a new range of ‘risk graded, low cost multi-asset funds’ in the first quarter of 2017.
The UK’s Financial Services Compensation Scheme (FSCS) has warned it may impose an interim levy on life and pension advisers over the increasing number of claims related to self-invested personal pension schemes (Sipps).
The director of a bankrupt UK-based IFA firm, who also ran a trading room, has been disqualified for eight years for failing to account for more than £4m ($4.9m, €4.6m) of client’s money, the Insolvency Service has revealed.
Sir John Beckwith’s Pacific Investments group has launched Pacific Asset Management (PAM), which will initially focus on the multi-asset retail space, with institutional fund launches planned at a later stage.
The UK’s plan to abolish the 70% ‘income for life’ rule on recognised overseas pension schemes (Rops) will “decimate” the market for such products, according to the head of expat-focused IFA firm, Montfort International.
Malta will be the "main winner" of HM Revenue & Customs' plan to change the 'eligibility criteria' for foreign pensions to qualify as recognised overseas pensions schemes (Rops), according to the director of European IFA firm Blevins Franks.
Steve Dewsnip, one of the former directors of the collapsed Guernsey-based Providence Investments Funds, has been cleared sexually assaulting a waitress at Wembley Stadium.
British bank Barclays has launched an online investment service in an effort to help plug the savings and advice gap.
Aberdeen Asset Management has reported £32.8bn ($40.9bn, €38.6bn) in net outflows for the year to 30 September 2016 after negative economic and political news “weighed on investor sentiment”, according to chief executive Martin Gilbert.
Almost two fifths (38%) of British workers are interested in a career that enables them to give people advice on their investments and finances, according to new research by St. James’s Place Academy.
Proposals from the UK’s Financial Conduct Authority (FCA) that would require annuity providers to tell customers what they could gain by shopping around and switching have been met with muted enthusiasm.
The UK government has announced it will abolish a rule requiring recognised overseas pensions schemes (Rops) to earmark 70% of funds to provide members with an income for life, as further details emerge on HM Revenue & Custom’s overhaul of foreign pensions unveiled in this week’s Autumn Statement.
James Klempster says the three Momentum Factor multi-asset funds are more aligned to clients’ real-world outcomes than their traditional counterparts
Standard Life has confirmed that Elevate will continue as a distinct platform after months of speculation that it could be combined with the investment firm’s Wrap proposition.
Isle of Man-based Charles Taylor has agreed to buy one of Zurich's closed book of international life assurance business as well as Allied Dunbar International Fund Managers.
The UK government’s plans to change the way overseas pension schemes are approved and taxed have been met with a mixed response from the financial services industry, with some advisers welcoming the move while others believe it will make foreign pensions increasingly complex and unattractive.
Anyone hoping for infrastructure spending plans on a Trumpian scale was disappointed on Tuesday by what most commentators described as a cautious and pragmatic Autumn Statement from Philip Hammond.
Financial advisers in the Middle East are finding clients...
Malta will be the "main winner" of HM Revenue & Customs'...
St James’s Place has expanded its presence in Asia...
The director of a bankrupt UK-based IFA firm, who also...
South African tax authorities may clamp down on the...