People Moves | 9 Aug 24
St. James’s Place names ex-Aviva’s Andy Ford as its new head of responsible investment
Ford will report to Joe Wiggins, director of investment research, in his new role
Financial planning | 9 Aug 24
One in five HNWIs back ‘pension pot for life’, plus rise in annual allowance, ‘tax free’ lump sum
The firm’s fifth Saltus Wealth Index surveyed 2,000 people with assets of £250,000 or more and pension pots worth average of £484,000
Financial planning | 8 Aug 24
Voyant integrates financial planning tool with data from behavioural finance experts Oxford Risk
The integration will be released in Q3 2024
Dutch investment firm Vortex Capital Partners and tech boutique form strategic partnership
TP Tuned was established in 2015 to address the need of large multinationals for a more efficient approach to transfer pricing
Tax & Regulation | 8 Aug 24
No enforcement for Cayman Islands’ new beneficial ownership regime until 2025
The requirement to file beneficial ownership information is suspended ‘until further notification’