United Kingdom
Fidelity not out to eat advisers’ lunch with wealth mgmt push
Roll out of financial advice venture raises questions about the firm’s role in the UK
20% drop in pension transfers but half still trigger red flags
December was the worst month of 2020 with three-quarters of transfers giving cause for concern
Defaqto unveils drawdown tool
It ‘provides a step-change in the right direction for advisers with clients in the decumulation phase’
How overseas operations can help HNWs mitigate tax liabilities
Investors look to European countries for ‘a superior quality of life and a safe haven for assets’
Bogus financial adviser jailed for six years
He claimed to work for an advice firm while he conned money out of three victims