Industry
Best Practice | 2 Sep 21
Beware the allure of large pension increase exchanges
A bigger slice of the PIE may not necessarily be in a client’s best interests
UK wealth manager buys financial planning firm
Deal adds £300m of assets under management to the group
FCA review of DB redress guidance is a ‘sensible measure’
Firms should ‘assess complaints about unsuitable advice fairly, consistently and promptly’
Nine UK firms in default between June and July 2021
Eight of which provided financial advice, planning and insurance services
Schroders and Robowealth form Thai partnership
They will offer digital wealth services in the country