UK Adviser
United Kingdom | 16 Mar 15
Life companies welcome UK annuity resale plans
UK life companies have cautiously welcomed an announcement by UK chancellor George Osborne to give up to five million current pensioners the right to swap their annuities for cash in this week’s budget due on Wednesday.
Julius Baer poaches Barclays
Swiss banking group Julius Baer has appointment two senior Barclays Wealth figures to its UK team as it looks to offer wealth management services to north-west England.
FnC launches exUK European equity fund
F&C Investments has unveiled a European equity fund which aims to tap into the growth potential of small and medium-sized companies across the Continent.
United Kingdom | 13 Mar 15
FCA sets final rules on social media use
The UK’s Financial Conduct Authority has ruled that when a financial services firm shares customer endorsements over social media it could be covered by its promotion rules, and it has set out clearer guidance on how employees can use their personal social media accounts.
FPI launches advice support initiative for expats
Isle of Man-based insurance giant, Friends Provident International (FPI), has launched a new financial planning proposition tailored to British and Australian expats to complement its non-Indian resident (NRIs) initiative.