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Monday, 17 June 2019 09:51

Warning as 400,000 Scots fall for financial scams

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More than 400,000 Scots have fallen victim to a financial scam at some point in their lives, new research by Bank of Scotland and YouGov has revealed.

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I’ve been spending a fair amount of time recently considering the subject of investment due diligence. Last month an ex-colleague Chris Jones and I gave a talk on the subject at the AMPS (SIPP and SSAS providers) conference. In preparing for that talk we undertook some substantive research into the subject primarily in the context of due diligence on investments made within a SIPP wrapper.

Monday, 17 June 2019 07:00

Paraplanners head to annual CISI conference

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Paraplanners are heading to the CISI Paraplanner Conference, which gets under way today. 

The Financial Services Compensation Scheme (FSCS) has today declared The Lifetime SIPP Company Limited in default.

A group of 30 firms and bodies, who are members of the STAR Steering Group met in London last week tasked with improving outcomes for consumers looking to transfer assets such as pensions of investments.

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