Companies
Compensation for Meyado UK clients nears £1m
Lifeboat service is still assessing claims against the firm
Redress solution for bad pension transfer advice likely to cause more problems
If enacted, the recommendations could put consumers in a worse tax position
PEOPLE MOVES: Natixis IM, LV=, Blackrock
Investment manager names Singapore boss, while UK insurer hires CEO
US life insurer unveils wealth accumulation products
Primarily through exposure to equity markets and dividends
Best Practice | 26 Sep 22
Wealth managers and advisers miss out on intergenerational business
‘They should contact family members of clients who might value support after a major inheritance’