Regulation | 17 Dec 24
Two advisers appeal ban over ‘flawed’ pension transfer advice
The FCA said the pair operated a flawed advice model that put clients’ guaranteed pension benefits at significant risk
People Moves | 17 Dec 24
Evelyn Partners adds to London financial planning team
Mimi Corden-Lloyd previously worked at Coutts private bank
LGT Wealth Management adopts pass-through voting in European first
Pass-through voting empowers fund investors to have a direct say in key decisions
Retirement | 16 Dec 24
Industry reacts to ‘postponement’ of UK retirement adequacy review
It had been hoped the review would set a clear timetable for scaling up contributions
Tax & Regulation | 16 Dec 24
Two out of five over 55s ‘rarely, if ever’ review retirement financial plans
But 14% review their financial plans more than once every six months