United Kingdom
UK taxman overtaxed more than 460,000 people last year
And they were forced to submit refund claims to get their money back
St James’s Place acquires Scottish advice firm
Deal a ‘natural next step in the continuation of a long-standing and successful business relationship’
Women-focused wealth business joins UK adviser
To improve the representation of women within the industry
Standard Life locks drawdown price for retirees
As it reduces and simplifies charges for customers using its Wrap platform
PEOPLE MOVES: Kingswood, 7IM, HSBC Private Bank
Three senior promotions and a hire at wealth firm, while investment manager’s co-founder retires