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Royal London reeling from pension charge cap 19/08/2014
Royal London, one of the UK’s largest mutual life, pensions and investment companies, has warned of the damaging consequences of the UK Government’s price cap on pensions, stating that costs have been “grossly underestimated,” and could cost the industry £1 billion.

Over half of wealthy investors in the UK feel their retirement is under threat – research 12/05/2014
The UK is at a retirement crossroads, with over half of Britons admitting to not having financial goals and of those that do nearly two thirds do not have a plan in place to reach them.

Walker Crips plots further expansion 21/03/2014
Walker Crips’ acquisition trail will not stop before the firm hits £5 billion AUM according to executive director David Hetherton.

Swiss private bank teams up with Helvetia Insurance 04/02/2014
Notenstein Private Bank and Helvetia Insurance have entered a cooperation agreement for the provision of management-level pensions.

London & Capital extends managed portfolio reach with partnership 17/12/2013
London & Capital’s managed portfolios are now available on the Selectapension pension and investment planning system.

Adviser optimism to drive asset allocation shift across Europe, say BlackRock researchers 28/11/2013
Asset allocation strategies will undergo a significant overhaul in 2014 with UK, German and Italian financial advisers overwhelmingly positive about the three year outlook for financial markets, according to BlackRock.

Advice growth 'uninterrupted' by RDR, says Natixis 30/10/2013
28 percent of UK financial advisory businesses have increased client numbers versus 16 percent which have experienced contraction as a result of the Retail Distribution Review, according to a survey of 150 UK financial advisers.

Syz & Co moves on Latin-America 28/10/2013
Swiss banking group Syz & Co is moving into the Latin-American markets with the registration in Chile of its OYSTER European Opportunities fund.

US HNWs underestimate cost of 'drawn out' retirement - UBS survey 25/10/2013
US rich do not feel old until they are 80 and they underestimate the cost of added longevity according to the latest UBS Investor Watch report.

Standard Life: Financial advisers have a £250 billion opportunity of a lifetime 10/10/2013
Standard Life believes the reduction in the lifetime allowance (LTA) to £1.25 million provides financial advisers with a unique opportunity to broaden their higher net worth client base by demonstrating the value of their advice on this complex pensions tax issue.

 
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