Companies
PEOPLE MOVES: Fidelity International, Ballards, Value Partners
Investment manager names China managing director, as UK firm bolsters private client operation
Asset disposal ban for British Steel advice firm
Following letter from regulator warning companies to keep adequate financial resources
Schroders and UOB unveil sustainable fund in Singapore
Clients can invest in the product with cash or retirement savings
Best Practice | 20 Apr 22
SJP rolls out tools to help vulnerable clients
‘Increasing regulatory pressure’ has made it more important advisers have access to resources
Best Practice | 20 Apr 22
72% of Brits never completed a ‘pension Will’
Expression of wish is a ‘valuable piece of evidence’ for trustees establishing the right beneficiaries