Industry

Best Practice | 15 Dec 17

One of the most common topics prompting advisers to reach out to life companies for support was around chargeable events. With a myriad of changes in recent years, it is little wonder that the already complicated topic has many UK advisers scratching their heads. Canada Life has put together a list of the five most common chargeable event queries advisers asked in 2017.

Industry | 15 Dec 17

PwC has announced a significant leadership change in its Channel Islands office, Generali has created a new senior position and an Old Mutual Wealth ex-employee has rejoined the company to lead its platform proposition.

Industry | 15 Dec 17

Guernsey’s lack of inclusion on the EU’s tax haven blacklist has prompted the island to call for Portugal and Lithuania to follow suit and remove it from their respective lists.

Companies | 14 Dec 17

Veteran private banker Jürg Zeltner, UBS’s wealth management chief excluding North America, has been touted as Boris Collardi’s successor as chief executive of Julius Baer.

Best Practice | 14 Dec 17

An Aim-listed investment company has been fined by the Financial Conduct Authority for failing to disclose inside information, the first such ruling since market abuse regulations came into force in 2016.