Citi Wealth has appointed Adam Clark as its global head of wealth planning
The Financial Conduct Authority (FCA) has issued a Decision Notice to ban former DPT Financial Solutions director and financial adviser, Daniel Thomas, from working in financial services and fine him £742,700 over unauthorised pension transfer advice
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.