News
Alzheimer’s sufferer ruled fit to marry but not update his will
A woman whose father has dementia has failed to get the England and Wales Court of Protection to stop him from being able to remarry, which will substantially reduce her inheritance after his death.
Private office service provider expands into Nordics
International trust, fiduciary and fund administration services provider Vistra has opened an office in Stockholm, Sweden.
Swiss and HK sign wealth management deal
Switzerland and Hong Kong have signed a trio of deals to strengthen financial services between the jurisdictions.
Best Practice | news 26 Jan 18
Adviser admits misleading clients, fails in compensation bid
An adviser has failed to secure compensation for his clients after claiming that Zurich Assurance applied “unfair renewal terms” on their whole-of-life assurance plan, despite admitting that he misled them about the nature of their policy.
Best Practice | news 26 Jan 18
UK Govt backs down on pension freedoms ‘auto guidance’ plans
The UK Government has removed an amendment to the Financial Guidance and Claims Bill, that would have required people taking benefits under the pension freedoms or transferring benefits to be automatically enrolled into guidance.