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Retirement

Industry | 13 Jun 18

IFA nets small win over ex-Everton manager in damages case

Former Premier League football manager Walter Smith has been forced to hand over documents to his ex-financial adviser, who he is suing for £320,000 over investments made during the time he was in charge of Everton.

Best Practice | 12 Jun 18

Pension checklist for changing job

It can be easy to forget about pension benefits when you are swept up in the excitement and stress of changing job. But as workplace pensions can be very generous, it pays to keep on top of any pots that have been built up, says Fidelity International’s Ed Monk.

Companies | 12 Jun 18

FCA drops investigation into Scottish Widows

There is “insufficient basis for taking any enforcement action” against Scottish Widows following a review of the firm’s fair treatment of longstanding customers, the Financial Conduct Authority announced on Tuesday.

Industry | 11 Jun 18

Fraudster ordered to hand over inheritance to pay fine

A UK man who was jailed for seven-years for defrauding investors out of £21m (€23.9m, $28.1m) has had an inheritance he received from his mother’s estate confiscated by the Financial Conduct Authority (FCA).

Moneyfarm to expand advice offering on £40m investment

Industry | 7 Jun 18

Clients of fraudster IFA brothers receive £5m compensation

The UK’s compensation scheme has paid out almost £5m (€5.7m, $6.7m) in claims against the brothers behind Taylor & Taylor Associates, who defrauded more than 200 clients to fund lavish lifestyles that included private jets and Rolex watches.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.