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HMRC steps up pressure on 'pension liberation' companies
- Monday, 21 October 2013
- Articles
HM Revenue & Customs is taking steps to tackle the increasingly sophisticated models being used by so-called pension liberation companies.
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Pershing urges advisers to reassess pricing model
- Monday, 21 October 2013
- Articles
Pershing, which provides a range of support and financial services to planners and advisers, has urged advisers and wealth managers to reassess their pricing to ensure future profitability.
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Jewellery industry insurer launches Financial Planning arm
- Monday, 21 October 2013
- Articles
Jewellery trade insurance specialist T. H. March, which is based in London, has launched a Financial Planning venture.
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Two advisers fined total of £885,000 for Sipp-linked property debacle
- Friday, 18 October 2013
- Articles
A Sipp scheme was used by two Surrey-based investments advisers who have have been fined a total of £885,000 and been banned by the FCA from holding any position at a financial firm.
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True Potential sees adviser numbers grow to 347
- Friday, 18 October 2013
- Articles
Financial services firm True Potential has announced significant year-on-year increases in turnover and profits and a larger wealth management team.
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2.5m grandparents give money to grandchildren
- Friday, 18 October 2013
- Articles
Financial support from grandparents to younger generations is worth £500m a year and is set to grow in future, according to new research.
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AXA Wealth International boosts investment choices for clients
- Thursday, 17 October 2013
- Articles
A new offshore investment service marketed by AXA Wealth International, named DelegationTM, will give investors access to a much broader range of asset types, including: collective investment schemes, equities, government and corporate debt and derivatives.
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Fidelity acquires Annuity Direct to boost retirement arm
- Thursday, 17 October 2013
- Articles
Fidelity is to acquire independent annuities adviser Annuity Direct with the aim of combining both companies resources to help clients' retirement incomes.
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RSM launches 3 new fund analysis services for advisers
- Thursday, 17 October 2013
- Articles
Fund research group Rayner Spencer Mills has launched three new products to give advisers more help in selecting investments.
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Number of consumer complaints down by 500,000
- Wednesday, 16 October 2013
- Articles
Consumer complaints reported by financial services firms fell by 500,000 between the second half of 2012 and the first half of 2013, according to the FCA.
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