Investors should capture performance in the good times, but also manage risks in our challenging global economic and political environment When a letter signed by Prime Minister Theresa May was delivered to President of the European Council Donald Tusk at the end of March, it formally triggered the now-famous Article 50 of the Lisbon Treaty and started the […]
As the FCA’s sends a strong signal that it intends to clamp down on unsuitable advice, Apfa senior policy adviser Caroline Escott believes Brexit should not deter regulatory progress Brexit might only have been mentioned once in the FCA’s mission paper consultation, but it looms large over the series of papers published this week. A good bit of news […]
The Swiss Re Group is a major reinsurer in the group risk market in the UK. As such, their Group Watch 2015 report is a useful indicator as to the current state of play in the area of employer sponsored group life, group income protection, and group critical illness markets.
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Two complainants said ReAssure and Transact contributed to the delay of their funds being transferred
The FCA has recently updated Occasional Paper No. 8, within which it explains a vulnerable consumer as such: “… someone who, due to their personal circumstances, is especially susceptible to detriment, particularly when a firm is not acting with appropriate levels of care.” The focus on this area seems to be continually increasing. So what […]
When it comes to clients with investment bonds, advisers have several techniques up their sleeves to avoid unnecessary taxation and charging. But one of these tactics – top-slicing – has become slightly less productive for offshore bonds in certain situations thanks to a little known change by HM Revenue & Customs which went under the […]