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News 14 May 18
Clients nearing retirement should ‘avoid insurance bonds’
People who are within five years of taking a pension should not be investing via non-income producing assets such as insurance bonds and wrappers or structured notes, according to OpesFidelio’s Chris Lean.
Advisory firm targets affluent Singaporeans with expansion
Crossbridge Capital has unveiled what it describes as a “significant expansion” of its digital wealth and management offerings for affluent investors in Singapore.
Nutmeg ordered to pay ex-client for ‘irritating’ mistakes
The Financial Ombudsman Service has ordered Nutmeg to pay a former client for “numerous mistakes” surrounding direct debits on his pension plan that were likely to cause irritation.
News 24 Apr 18
Faulty Aviva platform sends advisers false 10% drop warning
Aviva has been forced to issue another apology to advisers after they were wrongly sent a notification that the value of their clients’ portfolios had dropped by more than 10%.
News 19 Apr 18
Aviva sorry for platform troubles as adviser pulls clients
Aviva has apologised for its platform, which has been a source of ongoing frustration for advisers since it was updated three months ago.
IFA network partners with The Lang Cat on platform appraisals
Financial services consultancy The Lang Cat has been commissioned by IFA network Sense to provide its members with proposition details and due diligence support for when they are selecting a platform.
News 27 Mar 18
Momentum Wealth and Provisca part company
Guernsey-based platform Momentum Wealth International is bringing its marketing and distribution back in-house and has ended its contract with Provisca, which had been providing these services.
Gallery 22 Mar 18
Three insights into unsettling pension freedoms data
The Financial Conduct Authority has released figures on pension freedoms that product providers have described as “concerning” and “do not make for comfortable reading”. International Adviser spoke to industry experts to get their thoughts on the data.
Malta endorses EU tax crackdown
Malta has backed EU regulation that will crackdown on aggressive tax planning, a move the jurisdiction’s finance minister hopes will quash criticism about its tax practices.
Allfunds debuts tax advantaged ETF transfer platform in Spain
Allfunds Bank, the European headquartered open architecture platform, is to offer a trading facility to enable investors in Spain to transfer between ETFs and mutual funds without incurring any capital gains tax.
