United Kingdom
Best Practice | 22 Aug 19
Education is ‘key’ to understanding vulnerable customers
Nearly nine-out-of-10 advisers admitted that it was difficult to spot clients in this category
Ombudsman logs 20% drop in Sipp complaints
Number of self-invested personal pension cases taken on by the FOS rose by 107%
UK firm to unveil ‘abridged’ advice pension transfer tool
It follows an FCA consultation which looked at changing how advisers assess clients’ circumstances
Brexit forcing potential expats to reconsider moving from UK
Spain remains number one spot to retire, followed by France and Portugal
Dutch platform provider files £5m lawsuit against Invesco
Litigation over ‘breach of contract’ takes investment manager to court