PEOPLE MOVES: AJ Bell, Charles Stanley, Intertrust

AJ Bell has brought in a legal ringer ahead of its initial public offering, Charles Stanley has bolstered its Edinburgh office with three ex-Tilney people and Intertrust has appointed a director to support clients who need to defer bonus payments.

Companies | 6 Apr 18

OMGI inks US and LatAm distribution partnership

Old Mutual Global Investors has entered into a relationship with a recently established, Miami-based, third-party distribution firm, as part of its commitment to the US offshore and Latin American regions, the firm said.

Best Practice | 6 Apr 18

Two in three still confused by pension freedom rules

Despite being three years since HM Revenue & Customs introduced the pension freedoms, two out of three people over the age of 55 say they are still confused by the regulations.

Companies | 5 Apr 18

Whistleblower in HSBC tax evasion case set free after arrest

A whistleblower who leaked more than 100,000 records from HSBC’s Swiss private banking arm, which led to tax evasion probes across the world, was arrested in Spain but released a day later.

IFA Newell Palmer clocks up third acquisition in four months

Companies | 5 Apr 18

FEIFA adds seven members in three months

The Federation of European Independent Financial Advisers (Feifa) has added seven members to its books in the first three months of 2018, representing membership growth of more than 10%.

Companies