FCA
Advisers have no ‘risk appetite’ to carry out DB transfers
With nearly half considering leaving the space within a year
Financial advice firm CEO takes leave of absence
He is undergoing treatment and needs to take time off to recover
Merged Tilney Smith & Williamson has 265 financial planners
And assets under management of £47bn
Is AuM the best way for advice firms to segment clients?
Increasing regulatory requirements have made the process seem like a ‘daunting task’
Over £30m lost to scams in four years
Victims put off sorting out their finances for fear of being scammed again