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Product providers must crackdown on scams, urge advisers

Product providers must crackdown on scams, urge...

Product providers and trust companies must take more care in ensuring unregulated funds don't end up inside Rops and life company wrappers, Simon Gould, founder and director of Bristol-based Gould Financial Planning has urged.

Published : 23, Feb 2017
One in 10 calls to the FCA about scams

One in 10 calls to the FCA about scams

More than one in 10 consumers contacting the Financial Conduct Authority (FCA) do so to report a financial scam and to find out what they can do about it, the UK regulator revealed Thursday.

Published : 23, Feb 2017
UK Budget could see further cuts to lifetime allowance

UK Budget could see further cuts to lifetime allowance...

The UK's lifetime allowance (LTA) for pension savers could be slashed again in the Spring Budget next month, according Markas Gilmartin, founding partner of Bristol-based IFA firm Epoch Wealth Management.

Published : 23, Feb 2017
Praemium sacks chief executive Michael Ohanessian

Praemium sacks chief executive Michael Ohanessian...

Australia-headquartered platform provider Praemium has terminated the employment of chief executive and managing director Michael Ohanessian.

Published : 22, Feb 2017
Average life expectancy on the rise around the world

Average life expectancy on the rise around the...

Average life expectancy in high income countries such as the UK, Germany, the US, Australia and Canada is set to increase by 2030 while South Koreans are likely to live the longest, according to research published in the British medical journal Lancet.

Published : 22, Feb 2017
The benefits of buying cheap and holding on

The benefits of buying cheap and holding on

Specialist wealth manager Saunderson House used its valuation principles to place some bold bets in 2016 and, though the wait may have proved uncomfortable, the moves paid off, says investment director Chris Sexton.

Published : 22, Feb 2017
Swiss-Hong Kong fund recognition scheme garners interest

Swiss-Hong Kong fund recognition scheme garners...

The planned Switzerland-Hong Kong mutual fund recognition scheme has already begun to attract interest from Asian fund managers interested in the lucrative Swiss market.

Published : 22, Feb 2017
China to lift 50% foreign ownership cap on life insurers

China to lift 50% foreign ownership cap on life...

China is considering easing the 50% ownership cap on overseas life insurers buying domestic companies in the biggest shakeup of the industry in almost two decades.

Published : 22, Feb 2017
Life is tougher for advisers as regulations bite

Life is tougher for advisers as regulations bite...

Financial advisers in the UK, Australia, Hong Kong, Canada and the US have reported that working in the industry is getting harder mainly due to regulatory changes, and they expect to see a shake-out in the next three to five years, according to a survey by Vanguard.

Published : 21, Feb 2017
PEOPLE MOVES: Axa, HSBC, JP Morgan

PEOPLE MOVES: Axa, HSBC, JP Morgan

Axa Life Insurance has lost its head of international brokers in Singapore, while the private banking arms of HSBC and JP Morgan have named regional heads of various European countries.

Published : 21, Feb 2017
Asset mgmt ‘democratisation’ must benefit retail investors

Asset mgmt ‘democratisation’ must benefit retail...

Asset managers need to do more to make sure retail clients benefit from the "democratisation" of the industry, Pacific Asset Management chief executive Matthew Lamb told International Adviser.

Published : 21, Feb 2017
Easier rules for small DB pension transfers considered

Easier rules for small DB pension transfers considered...

The UK government is open to considering a relaxation of the current rules around defined benefit pension transfers where the saver's entitlement is quite small, a new consultation paper released on Monday showed.

Published : 20, Feb 2017
UK plans to reform DB schemes trigger alarm bells

UK plans to reform DB schemes trigger alarm bells...

The UK government has suggested softening the rules on how defined benefit (DB) pension schemes should adjust payouts for the impact of inflation in a new report on tackling challenges facing the sector.

Published : 20, Feb 2017
Trump tweets on US stocks winning streak , but is he right?

Trump tweets on US stocks winning streak , but...

The S&P 500 stock index posted a record high on Wednesday, prompting Donald Trump to tweet enthusiastically that the market was on its “longest winning streak in decades”. Is this correct, or are we dealing with just another alternative fact?

Published : 17, Feb 2017
Harlequin boss David Ames charged with fraud

Harlequin boss David Ames charged with fraud

The UK's Serious Fraud Office (SFO) has charged David Ames, chairman of the failed Caribbean property group Harlequin, with three counts of fraud.

Published : 17, Feb 2017
PEOPLE MOVES: RBC WM, Moola, Ascot Lloyd

PEOPLE MOVES: RBC WM, Moola, Ascot Lloyd

Canada’s RBC has appointed a head of wealth management for its businesses in the UK, the Channel Islands and Asia. Gemma Godfrey’s Moola has poached its chief investment officer from BlackRock, while Ascot Lloyd has created a new head of advice role.

Published : 17, Feb 2017
UK university drops financial planning course

UK university drops financial planning course

The University of South Wales has been forced to close its Level 4 accredited financial planning course due to a lack of demand.

Published : 16, Feb 2017
New Earth’s fund manager expected to pay creditors in full

New Earth’s fund manager expected to pay creditors...

Isle of Man-based Premier Group, the fund manager behind the ill-fated £300m ($373m, €353m) New Earth Group of funds, will be able to pay its creditors in full, according to joint liquidator Craig Mitchell.

Published : 16, Feb 2017
Mixed responses to UK pension scam consultation

Mixed responses to UK pension scam consultation...

The UK government's consultation on tackling pension scams received mixed responses, as it acknowledged that the pension freedoms may have contributed to the rise in scams.

Published : 16, Feb 2017
How strong ethics can help overcome distrust

How strong ethics can help overcome distrust

With perception often speaking louder than truth, Simon Webley, research director for the Institute of Business Ethics, believes preservation of trust within a business, externally and internally, must be a top priority for management.

Published : 16, Feb 2017

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UK plans to reform DB schemes trigger alarm bells
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UK tax office warns on two tax avoidance schemes
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Harlequin boss David Ames charged with fraud
Harlequin boss David...

The UK's Serious Fraud Office (SFO) has charged David...

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