David has been to see a potential new client about pensions. Paul was a friend of an existing client but took the view pensions were an easy subject. He was somewhat reluctantly seeing David, as it had been suggested he could do with some specific advice, particularly around death benefits and inheritance tax. Paul was […]
Sipp provider Curtis Banks plans to float on the AIM stock exchange in a move expected to value the business at £85m. The firm, which started trading in 2009 and currently administers more than 26,000 Sipps, expects to raise £7.5m through the issue of new equity. Trading in the shares is due to commence on […]
Prudential was wrong to block a transfer to a pension scheme it suspected of being a vehicle for a pension liberation scam, the Pensions Ombudsman says. It upheld a complaint from Mr Mark Harrison who said Prudential had refused to act on his request to transfer from a Prudential scheme to the Cheshire Food Services […]
The appeal of working in the financial services industry has always been great but many young people will likely turn to banks, building societies and insurance providers when looking to start a career in the space. Meanwhile, the specialised financial advice sector is often overlooked as an entry point. To succeed in this arena you […]
Walter Price, senior portfolio manager, Allianz Global Investors, discusses where he sees the main opportunities in 2017, exciting growth companies and artificial intelligence developments, and the impact of the rise in prices of tech stocks.
- Top trends
- Top trends
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- Aegon wins complaint over forcing transfer client to get advice
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- FCA evidence throws Sipp provider court case into doubt
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