United Kingdom
Best Practice | 15 Jan 18
Next gen clients hungry for financial knowledge – study
Next generation clients believe if they had learnt financial planning skills at school they would have a better life, according to a Money Advice Service report which highlights the key challenges this segment is facing.
Best Practice | 15 Jan 18
Carillion collapse puts even more scrutiny on DB schemes
Carillion’s imminent liquidation and £587m (€660m, $805m) pension shortfall has put increased pressure on the UK Government to tackle the sustainability of defined benefit (DB) schemes in an up-coming white paper, according to an Old Mutual Wealth pensions expert.
RL360° confirms former SJP man in top marketing role
Simon Barwell, formerly of St James’s Place and Friends Provident, has permanently taken on the role of marketing director at RL360° having held the post on an interim basis since February 2016.
Best Practice | 12 Jan 18
Scots ignorant of international privilege
Unmarried Scots, even those who have lived abroad for long periods, have a right to raise a claim to a partner’s estate in the event of separation.
Best Practice | 12 Jan 18
All DB pension transfer firms face FCA grilling
The Financial Conduct Authority will collect data from every UK firm that advises on defined benefit (DB) pension transfers, as part of a probe into practices across the market.