Holborn Assets
Best Practice | 12 May 17
How to find a good financial adviser
It is vital to get any new relationship off on the right foot, especially when money is involved. Understanding the questions that prospective clients should be asking, can help advisers ensure they are the right person to meet that client’s needs.
Best Practice | 12 Apr 17
UK pension transfer risks rise for investors and advisers
The sharp increase in people transferring out of defined benefit (DB) pension schemes poses risks for investors and the industry, says Tom McPhail, head of policy at Hargreaves Lansdown. His warning comes as the UK’s pension transfer industry remains under close regulatory scrutiny.
FCA stops pension transfers from 16 advice firms
Sixteen UK firms agreed to stop any activities related to pension transfers in the 12 months to January 2017, the Financial Conduct Authority has revealed.
Middle East | 21 Mar 17
Holborn Assets ordered to immediately cease pension transfers
The UK Financial Conduct Authority has ordered Holborn Assets Ltd to immediately cease all pension transfer business, particularly that introduced by overseas advisers.
Best Practice | 30 Nov 16
Three financial adviser initiatives: Holborn Assets
In the latest of our series of insights from financial advisers across the world, Keren Bobker, senior partner of Dubai-based Holborn Assets sets out three initiatives she is taking to build the business along best practice lines.