United Kingdom
PEOPLE MOVES: AIA, IQ-EQ, Zurich
Insurer names CEO of Singapore advice arm, while financial services firm hires head of private wealth UK
UK law firm sells off financial services arm
Client base would be better served by a business that specialises in providing advice
Best Practice | 2 Sep 21
Beware the allure of large pension increase exchanges
A bigger slice of the PIE may not necessarily be in a client’s best interests
UK wealth manager buys financial planning firm
Deal adds £300m of assets under management to the group
FCA review of DB redress guidance is a ‘sensible measure’
Firms should ‘assess complaints about unsuitable advice fairly, consistently and promptly’