Industry
HK Insurance Authority bans ex-insurance agent for three years over ‘betrayal of trust’
The former agent admitted his wrongdoings during the IA’s investigation
Best Practice | 8 Apr 24
Nearly two thirds of HNWIs are unaware of the size of their pension pots
Women were less familiar with their pension pots than men on average
Regulation | 5 Apr 24
Joint administrators for Hartley Pensions set out priority transfer list
Given the company’s substantial client base it is not feasible to transfer all client SIPPs at the same time
HMRC reveals QROPS transfer changes in 11th hour lifetime allowance abolition update
Technical changes made through a second set of regulations will be effective from 6 April 2024
Julius Baer hires four ex-Credit Suisse managers for Swiss business
They all have many years of experience, extensive investment and financial expertise




