Industry
Best Practice | 14 May 18
Five ways international pension transfers are changing
Pension transfers are “good business for good advisers”, according to Old Mutual Wealth, which has produced a five step best practice guide for international advisers.
Ex-SJP trainee adviser banned for faking qualifications
The FCA has slapped a fine and prohibition order on a former St James’s Place trainee financial adviser who repeatedly lied and faked a document in a bid to advise retail investors without gaining the necessary qualifications.
Green light for LGIM’s Brexit plans
Legal & General Investment Management (LGIM) has been given the green light for its Brexit plans for European Union clients from the Irish regulator.
Clients nearing retirement should ‘avoid insurance bonds’
People who are within five years of taking a pension should not be investing via non-income producing assets such as insurance bonds and wrappers or structured notes, according to OpesFidelio’s Chris Lean.
Advisory firm targets affluent Singaporeans with expansion
Crossbridge Capital has unveiled what it describes as a “significant expansion” of its digital wealth and management offerings for affluent investors in Singapore.