Regions
UK financial planner starts 2020 with double M&A swoop
Deals bring over £160m in funds under management to the firm
Rise in Chinese HNW applicants for UK golden visa
Education remains the top reason for high net worth individuals to consider Britain
Over two-thirds of firms potentially gave harmful DB advice
‘Alarming’ information prompts UK regulator to write to 1,841 advisory businesses
Drop in HMRC tax fraud investigations
As FOI shows number of raids fell by 23% last year but ‘interpreting the data is not straightforward’
Dynamic Planner expands decumulation comparison risk labels
UBS and JP Morgan among first to have retirement portfolios scrutinised