Retirement
UK regulator rolls out DB transfer assessment tool
To examine financial advice given before October 2020
Tech firm unveils automated abridged advice offering
It will help pension scheme members understand if transferring out is their best option
Standard Life Aberdeen JV unveils pension products in China
It becomes the ‘first foreign-invested joint venture to receive this approval’ in the country
Private bank sells pension business to UK Sipp provider
While Transact parent company buys financial planning software specialist
Will 2021 be the year for platforms in offshore markets?
Advisers are migrating ‘large back books of outdated bond business’ onto platforms