Acquisition adds around 500 clients

Though ‘ambiguity’ persists on annuities treatment, retirement planning expert says

Advice firms pushed to get deals in before 30 October CGT changes

'Poor advice' related to BSPS transfers and other schemes

OTC applies to more transfers under changes

High-income individuals could look to ‘illegal tactics’, crime specialist says

Change introduces 'new challenges' for families

Threshold lowered to £5,000

Editor’s view: Advisers must and will step up to the plate

It can be ‘hard’ for firms to convince customers they are being scammed