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United Kingdom

Ombudsman orders deVere UK to compensate client

Companies | 22 Feb 17

Ombudsman orders deVere UK to compensate client

The UK’s financial ombudsman has upheld a complaint against deVere and Partners (UK), in part, after a client accused the international advice firm of “passing the buck”, not providing sufficient advice and making poor investment choices.

UK advice body touts gov’t financial health check vouchers

Best Practice | 22 Feb 17

UK advice body touts gov’t financial health check vouchers

Every working adult in the UK should be offered a voucher for a financial health check session with a professional financial adviser, the Personal Finance Society (PFS) has recommended.

Investment strategies to get through Brexit

Investment | 21 Feb 17

Investment strategies to get through Brexit

Prospects for the UK may be less than clear before Brexit negotiations begin, but what can be agreed is that opinion is divided when it comes to UK assets.

Property scheme investment advice unsuitable: Ombudsman

Property | 21 Feb 17

Property scheme investment advice unsuitable: Ombudsman

The UK Financial Ombudsman Service (FOS) has determined that advice given to a client by financial advice network The Falcon Group to invest £83,000 ($103,269, €97,263) of his pension fund in a scheme focused on the leisure property industry was not suitable.

UK tax take hits record highs for January

Tax & Regulation | 21 Feb 17

UK tax take hits record highs for January

The UK government’s tax take is on the rise according to new figures from HM Revenue & Customs for the all-important month of January, when most outstanding tax payments are due.

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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