Best Practice | 11 Feb 20
Pension body to create code of good DB transfer practice
As it is worried time delays could damage relationships with scheme members
Channel Islands private wealth firms merge
To offer additional services in ‘more strategically important jurisdictions’
Advice clients still in dark about estate planning
Dealing with IHT the ‘next massive growth area’ for financial advisers, says IFA firm boss
PEOPLE MOVES: Foster Denovo, UBS, Ardan International
C-suite changes at both financial advisory and Swiss wealth management firms
Platform partners with international advice network
White label Sipp will bolster firm’s offering for US expats around the world