Latest News

PIMFA and Eversheds Sutherland launch economic abuse guidance for advisers


By Jack Gray

The Personal Investment Management & Financial Advice Association (PIMFA) and Eversheds Sutherland have published guidance to help wealth managers and financial advisers protect clients from financial control


Highlighted Content

Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


Story 2

IFAs set to rely on technology to reach ambitious growth targets

Independent financial advisers (IFA) are optimistic about the year ahead and expecting to further utilise technology to hit their ambitious growth targets, according to ValidPath

Story 3

AI ‘central’ to increasing wealth managers’ digital asset allocations

The adoption of artificial intelligence (AI) and machine learning tools is central to increasing digital asset allocations among wealth managers and institutional investors, a study from Nickel Asset Management has shown

Story 4

Over seven in 10 advised clients fear Budget will leave them worse off

Over seven in 10 (71 per cent) clients of a North East financial planning firm expect the upcoming Budget to leave them financially worse off

Story 2

Ten years of Budgets have introduced over 130 changes to personal finance rules

Government Budgets over the past decade have introduced more than 130 ‘notable’ changes to personal finance rules, although many are unaware of the reforms that have been implemented or coming into force, according to RBC Brewin Dolphin

Story 3

Three in 10 wealthy Britons mull UK exit amid confidence slump

Almost a third of UK high net worth individuals (HNWIs) are considering moving abroad, up from 25 per cent a year ago, as confidence in the economy weakens and concerns over tax policy grow, according to research from wealth manager Saltus

Story 4

Lifetime gifting becoming more popular as inheritance timing lacks impact

The average age people expect to receive their most significant gift or inheritance is 52, although receiving wealth earlier than this results in the strongest reported impact, analysis from Canada Life has shown

Potential IHT changes top tax fears among advisers and clients ahead of Budget

Potential changes to inheritance tax (IHT) are the greatest tax-related concern for advisers and their clients in the build up to the Budget on 28 October, according to AJ Bell

IFA network Financial Solutions launches updated adviser portal

Independent financial adviser (IFA) network Financial Solutions has launched the latest version of its adviser portal Wealth Pilot
Two advice firm professionals plead guilty in £2m fraud case

Two people who worked at financial advice companies have pleaded guilty to fraud after four clients lost a total of £2m

FCA appoints Liam Coleman as chair of Financial Ombudsman Service

The Financial Conduct Authority (FCA) board has appointed Liam Coleman as chair of the Financial Ombudsman Service, with the approval of the Treasury

View More News

Check out our latest appointments


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


© 2019 Perspective Publishing     Privacy & Cookies