Companies
Call to review tax-free pension lump sum
Withdrawing the entire pot to access 25% puts the rest at risk of stagnating
US in the news: CI Financial buys San Diego advice firm
A round-up of people moves and M&A deals across North America
Best Practice | 14 May 21
FCA sets out stronger protection rules for retail investors
Firms will have to follow the guidance or ‘face regulatory action’
DB transfers face further hurdles in bid to stop scams
But warnings that DWP’s plan could push market ‘back into the dark ages’ and ‘cause serious consumer detriment’
Bill Vasilieff to step down as Novia Financial chief executive
As AnaCap completes acquisition and announces management changes