News
Retirement | news 23 Mar 16
UK pension advisers ‘caught out’ by unexpected Sipp charges
More than a third of pension advisers in the UK admit that they have been ‘caught out’ by unexpected charges on self-invested personal pension (Sipp) wrappers, research by retirement specialists Momentum Pensions shows.
Macro Views | news 23 Mar 16
Two in three advisers see in-house management becoming harder
Two out of three financial advisers (64%) believe it will become increasingly difficult to provide in-house investment management to clients over the coming two years, according to a survey by Investec Wealth and Investment.
Retirement | news 23 Mar 16
Third of British expats to return home, says NatWest IPB
A third of British people who have retired abroad intend to return to the UK, according to new findings published by NatWest International Personal Banking (IPB).
Novia partners with DFMs on new investment portal
International intermediaries’ platform Novia Global has launched a new integrated investment portal, which provides access to a panel of discretionary fund managers (DFMs).
J. Safra Sarasin buys Credit Suisse’s Gibraltar, Monaco arms
Swiss private banking firm J. Safra Sarasin is set to acquire Credit Suisse’s operations in Gibraltar and Monaco, the company has announced.