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United Kingdom

UK launches financial adviser apprenticeship scheme

Best Practice | 1 Dec 16

UK launches financial adviser apprenticeship scheme

The British government has approved a new specialist financial adviser apprenticeship standard and will offer employers up to £9,600 ($11,979, €11,270) in financial help toward the training of a competent adviser.

Tilney targets advisers with ‘smart beta’ range

Companies | 1 Dec 16

Tilney targets advisers with ‘smart beta’ range

UK wealth manager Tilney for Intermediaries is planning to launch a new range of ‘risk graded, low cost multi-asset funds’ in the first quarter of 2017.

Dodgy Sipps claims to drive up FSCS levy on UK advisers

Retirement | 1 Dec 16

Dodgy Sipps claims to drive up FSCS levy on UK advisers

The UK’s Financial Services Compensation Scheme (FSCS) has warned it may impose an interim levy on life and pension advisers over the increasing number of claims related to self-invested personal pension schemes (Sipps).

Director of collapsed IFA firm banned after £4m goes missing

United Kingdom | 30 Nov 16

Director of collapsed IFA firm banned after £4m goes missing

The director of a bankrupt UK-based IFA firm, who also ran a trading room, has been disqualified for eight years for failing to account for more than £4m ($4.9m, €4.6m) of client’s money, the Insolvency Service has revealed.

Pacific Investments launches asset management business

Companies | 30 Nov 16

Pacific Investments launches asset management business

Sir John Beckwith’s Pacific Investments group has launched Pacific Asset Management (PAM), which will initially focus on the multi-asset retail space, with institutional fund launches planned at a later stage.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.