Latest news
Best Practice | 28 Apr 21
Aegon UK acquires pension communications firm
The two companies have been in partnership since 2018
Banking giant settles class action for A$30m
After it was accused of ‘unfairly overcharging’ clients for life insurance products
55% of EU advisers report surge in UK clients after Brexit
As a similar number eye European expansion now that a deal is in place
PEOPLE MOVES: UBS, Tilney Smith & Williamson, Blackfinch
Wealth giant names chief digital and information officer, while UK firm expands international service
Best Practice | 27 Apr 21
Six investment pitfalls to avoid
Most common errors stand in the way of people achieving their financial goals