United Kingdom
Firms struggle to meet economic substance rules
With clients urged not to go ‘jurisdiction shopping’ to find the most attractive regime
Buyout adds to northern IFA firm’s powerhouse ambitions
As Quilter completes acquisition of Lighthouse to grow its 3,500 adviser network
Best Practice | 12 Jun 19
UK wealthy changing advice firms to get more ‘attention’
Clients feel alienated as wealth managers forget how much they value a personalised approach
Best Practice | 11 Jun 19
Tilney joins forces with regtech provider for DB education
It will ensure all enquirers will ‘benefit from a thorough, impartial, accredited, video training’
Rise in reports of pension transfer scam activity
Around £73m of members’ savings were at risk over the past 12 months