The Society of Trust and Estate Practitioners has revealed the name of its new chief executive.
Read more ...James Hay bans Non-Standard Investments for new clients
- Monday, 09 January 2017
- Articles

James Hay has revealed it is banning a long list of Non-Standard Investments for new customers.
Read more ...Funds and Brexit: Theresa May urged to avoid 'one size' rules
- Monday, 09 January 2017
- Articles

Brexit should allow the UK to set its own rules for funds and asset management services, the AIC says.
Read more ...Old Mutual sells firm as it exits from Europe to focus on UK
- Monday, 09 January 2017
- Articles

New Paraplanning firm launches to 'make advisers’ lives easier'
- Monday, 09 January 2017
- Articles

A new outsourced Paraplanning company has launched with the aim of “making advisers’ lives easier”.
Read more ...Adviser jailed for tax fraud in HMRC's top 10 crimes
- Monday, 09 January 2017
- Articles

An adviser jailed for attempting to steal £2.2million in a tax fraud has been named in HMRC’s top ten most significant fraud and organised crime cases of the last year.
Read more ...Court overrules FOS on IHT complaint; awards £223k damages
- Friday, 06 January 2017
- Articles

A court has overruled the FOS and ordered Zurich to pay damages of £223,000 over advice relating to IHT.
Read more ...Retirement study: Million over 45s victim of online scams
- Friday, 06 January 2017
- Articles

A retirement study has estimated that over one million people aged over 45 have fallen victim to online scams.
Read more ...Firm ordered to pay out over 'incorrect' pension valuation
- Friday, 06 January 2017
- Articles

The Pensions Ombudsman has told a firm it must pay out after a client complained about the “incorrect and inconsistent valuation of his pension fund”.
Read more ...Adviser body: Don't force us to record all client phone calls
- Friday, 06 January 2017
- Articles

A trade body has urged the FCA to scrap plans to make advisers record all telephone calls, saying it would be negative for the profession and costly for small firms.
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