Just over half of the clients of wealth management firm Dolfin Financial have been transferred to Britannia Global Markets. Dolfin entered special administration on 30 June, several months after ...

Adviser veteran Andy Kirby has created a series of videos to educate clients about pension transfers before they even see a financial adviser. Called the Final Salary Portal for Advisers, the service ...

The FSA has banned a Swindon IFA from performing certain controlled functions related to regulated activities after the firm breached rules on a pension transfer. The case relates to advice provided ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. While both those points are important and deserve exploration, there is another topic that ...

Nearly half of financial advisers worldwide view the great wealth transfer as an existential threat to their business, emphasising the need for client retention strategies. Natixis Investment Managers ...

JUST under two thirds of the Bank of Scotland’s private client customers involved in a deal with Liverpool’s Rathbone Brothers have agreed to transfer their investments. In October Rathbones announced ...

The joint administrators of a Greater Manchester-based debt company has secured the transfer of approximately 8,000 individual voluntary arrangement (IVA) clients to insolvency management firm ...

Describe the challenges with abridged advice on DB transfers Explain when a client might get a negative result Identify the impact of a large cash equivalent transfer value Describe the challenges ...

The international money transfer industry has been booming in recent years. There are dozens of different currency providers joining the market each year offering an array of services. It has ...

The lord chief justice has lambasted the largest legal aid firm in the country for a failed application to transfer a representation order for a convicted drug supplier. National firm Duncan Lewis ...

Simply sign up to the Pensions myFT Digest -- delivered directly to your inbox. The UK financial watchdog has raised concerns that investors who are considering a defined benefit pension transfer are ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. The order last year compelling UBS to release the names of 255 US offshore clients by the Swiss financial ...