United Kingdom
Best Practice | 19 Jan 21
PFS unveils financial vulnerability taskforce
To promote a ‘greater understanding of clients’
FCA refuses to authorise more than 340 firms
As it prevents 12 financial advice companies from phoenixing
UK investment manager snapped up by private equity giant
It is the company’s second acquisition in the sector in 12 months
Private investment office enters retail market
Firm has also launched a fund range which will be available to financial advisers and direct investors
UK regulator rolls out DB transfer assessment tool
To examine financial advice given before October 2020