United Kingdom
Just 20% of pre-retirees sought advice for later life plans
Unprepared Brits ‘will be faced with a series of shocks over the years to come’
Best Practice | 12 Apr 22
Advice firm shut down plans need ‘significant’ work
As FCA warns businesses to assess their financial resources
Director receives 10-year ban over wine investment scheme
It is a ‘stark warning’ to those ‘who think they can abuse their investors’
PEOPLE MOVES: Citi, HSBC, REYL Intesa Sanpaolo
Bank names global head of wealth, while rival bolsters family office operation
Tech issue triggers 10% drop alerts for 1,200 Quilter clients
Quilter Investors’ CEO Steven Levin called on the government to scrap the ‘illogical’ rule last year