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IFAs, firms express concerns over 25.6m ‘financially vulnerable’ Britons

By: Gary Robinson | 19 Oct 2017

Financial advisers and product providers have revealed that the are concerned about the futures of millions of Britons, following the publication of The Financial Conduct Authority (FCA)…

‘Business as usual’ for IFAs in Catalonia as Spain gets tough

By: Eugene Costello | 19 Oct 2017

As Spain promises to begin the process of imposing direct rule on Catalonia in response to the latter’s intransigence over independence, a UK financial advisory firm says…

Fry Group unveils its ‘first-ever’ X-border investment product

By: Helen Burggraf | 19 Oct 2017

The UK-based Fry Group has announced the launch of a new “global investment proposition” for its cross-border clients, which it says is designed to give such individuals…

Sanlam acquiring consultants, actuaries arm of Barclays Africa Group’s Absa Financial Services

By: Eugene Costello | 17 Oct 2017

Sanlam Life Insurance, a part of  the South African Sanlam financial services group, is acquiring  the Absa Consultants and Actuaries arm of Barclays Africa Group’s Absa Financial Services…

Lloyds bolsters Scottish Widows with Zurich’s UK assets swoop

By: Eugene Costello | 12 Oct 2017

Lloyds bank has agreed terms with Zurich to acquire for an undisclosed amount its UK workplace pensions and savings business, a division that presently has up to £19bn…

Insurers push Gov’t for clear pensions dashboard timetable and focus

By: Eugene Costello | 12 Oct 2017

The insurance industry has urged the Government to engage with a  pensions dashboard Roadmap and ensure a system that will allow people to keep all their retirement…

UK chancellor: ‘Alive to the risk’ of post-Brexit insurance ‘uncertainties’

By: Helen Burggraf | 11 Oct 2017

UK Chancellor Philip Hammond has said the government was “alive to the risk” that the UK’s withdrawal from the European Union “could in some cases create legal…

Two thirds of UAE expats set for home retirement return: OMI, Quilter Cheviot

By: Gary Robinson | 10 Oct 2017

More than two thirds of expats working in the UAE are planning to return to their country of origin according to new research from Old Mutual International…

Interactive Investor names Barnett Waddingham as new SIPP provider

By: Gary Robinson | 09 Oct 2017

Interactive Investor has appointed BW SIPP LLP, a division of Barnett Waddingham, as its new Self Invested Personal Pensions (SIPP) provider for the UK financial services and UK…

Spain’s Continental Wealth Mgmt reported to close

By: Helen Burggraf | 09 Oct 2017

Continental Wealth Management, an Alicante, Spain-based advisory firm which was known for helping Britons to transfer their pensions out of the country, has closed suddenly, leaving hundreds…

Fiduciary Rule battle rages on in US, as SEC head vows to ‘work with DOL’ on plan

By: Helen Burggraf | 06 Oct 2017

Ever since the US’s long-awaited Fiduciary Rule partially took effect in June, the matter of whether it should ever be fully implemented – or rather, killed off…

Momentum Wealth Int’l launches two SIPP partnerships

By: Gary Robinson | 05 Oct 2017

Momentum Wealth International has added two SIPP providers, Forthplus Pensions and Momentum Pensions, to its international platform offering. The partnership will see customised versions of the Forthplus SIPP and the…

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