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United Kingdom

UK advisers struggling with pension tax rules, says Prudential

Tax & Regulation | 8 May 17

UK advisers struggling with pension tax rules, says Prudential

A growing number of UK financial advisers are struggling to get to grips with the country’s complex pension regulations and tax planning, latest figures from Prudential reveal.

UK lawyer turned ‘financial adviser’ jailed over £1.5m fraud

Tax & Regulation | 8 May 17

UK lawyer turned ‘financial adviser’ jailed over £1.5m fraud

A British lawyer who became a self-proclaimed ‘financial adviser’ after being struck off has been jailed for six years for swindling clients out of almost £1.5m (€1.8m, $1.9m).

ANALYSIS: Is the only thing to fear… fear itself?

Investment | 5 May 17

ANALYSIS: Is the only thing to fear… fear itself?

Multi-asset and absolute return strategies have been at the height of popularity in recent months as investors scramble to defend against potential headwinds, but with economic data so favourable is the only thing we need to fear actually fear itself?

FCA knuckles rapped over complaints handling procedure

United Kingdom | 5 May 17

FCA knuckles rapped over complaints handling procedure

The UK’s Financial Conduct Authority (FCA) has been criticised by the Complaints Commissioner for parts of its handling of a complaint by a former company chair, and told to review its processes.

IoM regulator to publish members’ conflicts of interest

Tax & Regulation | 4 May 17

IoM regulator to publish members’ conflicts of interest

The Isle of Man Financial Services Authority will publish a register of its members’ possible conflicts of interest and draw up a code of conduct on the disclosure and management of its members’ interests.

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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. Site managed by Furness Media