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Old Mutual poaches ex-head of Aviva Life UK as its new customer champion czar, while Investec W&I promotes long-running executive for charities Louise Hall. Axa IM announces a casualty of its plan to merge its alternative solutions and structured finance teams as Neptune unveils a whole raft of changes to its US team.
The UK government’s plans to potentially scrap the current ‘advice safeguard’ on some overseas pension transfers has met with a mixed response from the financial services industry, with some experts welcoming the move while others believe it will put consumers at risk of being targeted by fraudsters.
Corporate financial advice veteran Grant Hughes talks about launching Mercer Jelf Financial Planning, the importance of professional development and how the industry must do more attract the next generation of adviser.
Strabens Hall, the international IFA firm with offices in London and Hong Kong, has advised clients against using recognised overseas pension schemes (Rops), warning that the high charges incurred with using the product can often outweigh the tax advantages they offer.
The UK’s Department for Work and Pensions (DWP) is considering whether to scrap the ‘advice safeguard’ for expats, which requires individuals to consult an FCA-regulated adviser before they can transfer their defined benefit (DB) pension savings into an overseas pension scheme.
The ink is not dry and already commentators are hailing the merger of Henderson Global Investors and Janus Capital as an example of what is to come.
Kenya’s financial services industry has raised concerns over plans announced by the country’s government earlier this year to merge four supervisory authorities in order to create one super regulator.
As India's economic reforms gather pace, domestic share prices are set to see a boost, according to Vikas Shah, portfolio manager and Indian equities specialist at Emerise.
A new data sharing agreement has officially come into force with the HM Revenue and Customs (HMRC) expected to be handed the details of hundreds of thousands of offshore accounts on Friday as part of a move for wider transparency from the Isle of Man, Jersey, Guernsey and the Cayman Islands.
Sweeping changes at FPI’s Asia operations sees the departure of long-standing Singapore sales director Toby Simpson, and interim appointments put in place after Hong Kong regional head Charles Barrows takes on a role to build Aviva’s Indonesia life business.
European investors have been seeking exposure to commodities at an unprecedented scale in the first eight months of the year. Active commodity funds, however, are losing out.
The United Kingdom economy has produced another set of strong post referendum numbers as it continues to appear in a robust state despite the upcoming Brexit talks.
Technology is disrupting the asset management industry but offers many opportunities in the process, according to Dominic Traynor, head of digital at M&G Investments.
If Donald Trump gets elected to the US Presidency, this could turn out to be a blessing for the US economy, according to a US equity fund manager.
Financial advisers in the UK may be required to record phone calls to clients under the Financial Conduct Authority’s (FCA) proposals regarding Mifid II, which also looks at extending the RDR commission ban for portfolio managers.
Old Mutual appoints a chairman to its board while Manulife makes a hire to its newly-created position of chief executive for client services for EMEA. HSBC has announced a raft of hires in Geneva, Zurich and Dubai while asset manager Veritas poaches its new head from UBS.
Large Chinese mainland insurance companies are on a mission to diversify their asset base and have the UK and Europe in their sights as they look to deploy their money around the world.
While the popularity of different asset classes will ebb and flow, the one thing I have learned in my 11 years in financial journalism is that gilts are never a fashionable choice.
The head of the UK’s Financial Services Compensation Scheme (FSCS) has called for the £50,000 ($64,907,€57,770) limit on payouts for clients who receive bad financial advice to be scrapped.
Harnessing the strength of financial markets can be a powerful way of growing your...
The Isle of Man insurance regulator, the Financial Services Authority (FSA), is soon...
David Denton, Head of International Technical Sales at Old Mutual Wealth talks international...
The international markets are being impacted by considerable change. Providers and...
Structured products are typically fixed-term investments that pay-out an amount that...
The UAE Central Bank is cracking down on insurance...
Senior industry figure Simon Willoughby, head of proposition...
British prime minister Theresa May has set out plans...
A former financial adviser in the UK has denied forging...
The UK’s Serious Fraud Office is working with the Spanish...