Industry
Financial planning | 10 Sep 24
Paraplanners increasingly positive on potential of AI
More than two-thirds believe that there should be an independent body setting long-term policy for pensions and investments
People Moves | 9 Sep 24
WBR Group names Julie Sebastianelli as non executive director
She was most recently a wealth management director at Mattioli Woods
FCA bans four for ‘reckless’ pension transfer advice
They were collectively fined £590,544, three have referred the FCA’s decision to the Upper Tribunal
M&G launches China equity fund amid all-time low market valuations
The fund will be managed by David Perrett who has spent more than three decades investing in China and the wider region
HSBC Life adds value with wellbeing benefits for policyholder partners
In addition, dependents aged 16-23 will be eligible for mental health services