The move to wrap sneaks up on you. Piece by piece, the evidence amasses that this is the correct solution for clients and business, until it is so conclusive you wonder why you did not see it sooner.
The FSA has pledged to investigate the “purported regulatory blockages” stopping investors and advisers identifying the underlying counterparty of certain structured products.
Ofqual has approved accreditation of the ifs School of Finance’s level four diploma for financial advisers. ifs dean of further education Anne Kiem says: “We shall work closely with the FSSC to ensure that our qualifications meet with their prescription and standards.”
UK Consumer Price Index fell in January to 3 per cent down from December’s 3.1 per cent.
By Kim Jarvis, Technical Manager with Canada Life’s ican Technical Services Team. Inheritance tax has been around in some form since 1796. Estate duty dates back to 1894 and over the years this tax has evolved into the inheritance tax (IHT) we know and love today, which was introduced in 1986 as a replacement for […]
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The curious goings-on in the world of financial services
Experts have played down any immediate moves from the FCA towards those firms that are not prepared for Mifid II regulation that comes into force on 3 January 2018. However, concerns remain that a “material number” of small asset managers have not yet started preparing for the major European regulation. The FCA expects firms to […]
OMGI chief executive and star fund manager Richard Buxton is set to lead a management buyout of the single-strategy funds division of Old Mutual Wealth with the backing of TA Associates. The £550m deal is set to be announced before Christmas, Sky News reports. The buyout is part of Old Mutual’s managed separation, which is […]