Gretchen Betts CFP Chartered MCSI has been appointed President of the Chartered Institute for Securities & Investment Wales branch.
Samrat Bhandari, who played a prime role in an investment scam which cheated often vulnerable investors out of over £1.4m, has been sentenced today at Southwark Crown Court to a total of 3.5 years’ in prison.
New research from the Association of Investment Companies into the UK Equity Income investment company sector has found that the investments - recently questioned by some - can provide long term value for income-seeking investors in retirement who also want to build up a lump sum to potentially pass on.
Royal London’s director of policy Steve Webb, a former pension minister, believes that HMRC is “out of control” when it comes to over-taxing savers using pensions income withdrawal or buying a second home.
National financial adviser group LEBC has reported annual turnover up 17.5% to £18.1m and a trading profit of £3m, up 42.8%.
Latest figures from the Financial Ombudsman Service suggest SIPPs complaints in the current Ombudsman year will be 25% up on the previous year.
Industry experts have welcomed Chancellor Philip Hammond asking the Office of Tax Simplification to review Inheritance Tax, a move that could pave the way for reform.
Financial Planning and wealth management firm Beaufort Group has set up a new appointed representative firm in partnership with a wealth manager.
One in four employers (27%) is planning to launch financial education initiatives for staff in the next three years, according to new research covering more than 2,000 employees.
Financial and platform provider Zurich has revealed a UK staff gender pay gap of 28% and pledged to do more to help it achieve gender equality.