Industry
Best Practice | 12 Jun 18
Pension checklist for changing job
It can be easy to forget about pension benefits when you are swept up in the excitement and stress of changing job. But as workplace pensions can be very generous, it pays to keep on top of any pots that have been built up, says Fidelity International’s Ed Monk.
Adviser cracks during interrogation with regulator
A financial adviser who forged qualification documents has been banned after he cracked during a “compelled interview”.
What advisers should look for in a platform
The rapid development of the offshore platform space means that advisers can sometimes be spoiled for choice. But what should they be looking for?
FCA drops investigation into Scottish Widows
There is “insufficient basis for taking any enforcement action” against Scottish Widows following a review of the firm’s fair treatment of longstanding customers, the Financial Conduct Authority announced on Tuesday.
HSBC unveils Asia wealth strategy
HSBC has revealed plans to expand insurance and wealth management divisions in China as part of strategy refresh.

