Holborn Assets
Best Practice | 21 Jun 17
Overseas pension transfers more complex under new FCA rules
Transfers to overseas pensions are likely to become even more complicated following proposals from the Financial Conduct Authority to overhaul pension transfer advice in the UK.
Holborn Assets ‘temporarily’ ceases all regulated UK activities
Holborn Assets Ltd has applied to the Financial Conduct Authority to temporarily cease all of its regulated activity with immediate effect, but has no plans to close its UK operations, managing director Christopher Wicks confirmed to International Adviser.
Tax & Regulation | 7 Jun 17
FCA orders another UK firm to immediately cease pension advice
The Financial Conduct Authority has ordered Glasgow-headquartered Intelligent Pensions to stop providing pension advice in the latest in a series of actions taken by the UK watchdog to clamp down on pension transfers.
Ex-Globaleye managing director Scott Balsdon joins Holborn
Scott Balsdon has joined Holborn Assets in Dubai as a non-executive director having left his role as managing director of Globaleye in December 2016 after nine years with the firm.
Best Practice | 12 May 17
How to find a good financial adviser
It is vital to get any new relationship off on the right foot, especially when money is involved. Understanding the questions that prospective clients should be asking, can help advisers ensure they are the right person to meet that client’s needs.