Industry
Insurance broker Bluefin fined £4m
The Financial Conduct Authority has fined Bluefin Insurance Services for failing to inform customers about its independence in a way that was clear, fair and not misleading while it was owned by Axa UK.
Best Practice | 6 Dec 17
Managing clients’ fear of missing out on Bitcoin
As Bitcoin surges to new heights, how can advisers manage enthusiastic clients’ fear of missing out (Fomo)?
EU blacklist comes up short on sanctions
The EU has blacklisted 17 jurisdictions, including South Korea and the United Arab Emirates, and put 47 others on notice including Jersey and the Cayman Islands, but it has not said what sanctions or penalties those shamed will face.
Vanguard targets young investors with retirement funds
Vanguard has expanded its suite of target retirement funds (TRF) with the launch of the Vanguard Target Retirement 2060 Fund and the Vanguard Target Retirement 2065 Fund.
Best Practice | 5 Dec 17
Trusts: How to get the jurisdiction right
Trusts form an important part of UK tax planning and can offer a wide range of opportunities. To advise a client correctly regarding the setting up and maintenance of a trust, it is important to establish if the trust itself is treated as a UK resident trust or a non-UK resident trust, says Canada Life.

