United Kingdom
UK unveils pensions dashboard deadlines
Industry warns consumers not to expect ‘bells and whistles’ from the get-go
Wealth manager opens office in Birmingham
It will allow the firm to expand its reach in the ‘key regional centre’
Financial planning group makes 60th acquisition
Deal adds £175m in client assets
UK ombudsman unveils pensions dishonesty unit
To investigate breaches of trust, misappropriation of funds and fraud by scheme trustees
Best Practice | 28 Jan 22
Just 7% of advisers have plan to retain female clients
Despite most women inheriting wealth leaving their financial planner within a year of their partner’s death