Best Practice

Banking | 8 Apr 24

Julius Baer International gains CISI chartered firm status

Criteria for achieving this status includes at least 50% of staff in their core area must be individually chartered with CISI

Best Practice | 8 Apr 24

Nearly two thirds of HNWIs are unaware of the size of their pension pots

Women were less familiar with their pension pots than men on average

Greg B Davies

Best Practice | 21 Feb 24

How to meet financial regulation in the letter and the spirit of the law

Suitability regulations should be more than a box-ticking exercise, writes Oxford Risk’s Greg Davies

High Court sanctions Link’s £230m Woodford redress scheme

Best Practice | 9 Feb 24

High Court sanctions Link’s £230m Woodford redress scheme

Transparency Task Force considering an appeal

Golden scales of justice on a brown leather bound book engraved with the title Consumer Protection, together with a gavel and yellow office folders on a wooden table

Best Practice | 5 Feb 24

Woodford redress scheme ‘changes the game’ for consumer protections, campaign group warns

Removal of FSCS protection could have severe consequences for wealth managers, according to Transparency Task Force