Retirement

Best Practice | 20 Jun 18

Too many older clients dial back their investment risk too soon, when they should be taking on opportunities, a survey has found.

Industry | 13 Jun 18

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

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

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

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).