News
Eleven advice meetings a year is the ‘sweet spot’ for HNWIs
High net worth individuals say 11 interactions a year is the “sweet-spot” level of contact with their relationship managers at wealth management firms, according to a survey by NPG Wealth Management, SEI and Scorpio Partnership.
Retirement | news 4 Jun 15
Friends Life U-turn on pension freedom offering
Insurance giant, Friends Life, has apologised after U-turning on its decision to offer new pension flexibilities to thousands of UK customers.
Tax & Regulation | news 4 Jun 15
DeVere Group launches tax consultancy division
Independent financial advisory firm deVere Group has launched a standalone tax consultancy division which will specialise in US, UK and international tax compliance and planning.
Retirement | news 4 Jun 15
Gibraltar QROPS operator accountability set to rise
Gibraltar QROPS operators could see their responsibilities as a trustee extend to include the due diligence of overseas financial advisers and the risk classification of policyholders in their schemes, under proposals from the jurisdiction’s regulators.
Tax & Regulation | news 4 Jun 15
FSCS boss urges advisers to suggest fairer levy system
The boss of the Financial Services Compensation Scheme has urged financial advisers to help the regulators identify ways of making the allocation of levies fairer.