Bancassurers will provide a home to "orphaned" IFA customers in the wake of changes to sales and advice categories proposed in the Retail Distribution Review (RDR), HBOS Financial Services says.
Setting up an effective default fund investment strategy will be a crucial step in ensuring auto-enrolment works for everyone, the Investment Management Association (IMA) says.
The burden of regulation could scare adviser firms away from providing their clients with pension transfer advice, experts warn.
An IFA firm is launching a dedicated division to manage the financial affairs of sports personalities and entertainers, with the help of Mike Lukic, brother of former Leeds United and Arsenal goalkeeper John Lukic.
Norwich Union (NU) has come under fire for providing incorrect material in up to 30 pension quotes it issued to advisers.
Action groups fighting for compensation for depositors hit by the collapse of Kaupthing and Lansbanki have call for an investigation into the availability of onshore bank accounts for crown dependency residents.
National IFA 2Plan Wealth Management has launched a tool designed to help new recruits with client novation.
Over 100 expat Landsbanki Guernsey depositors have joined forces to raise awareness of "unsafe" Guernsey and their lost savings to the G20 nations.
Further detailed allegations about tax avoidance schemes set up by Barclays Bank emerged from whistleblowers who said the bank made close to £1bn profit a year from a series of elaborate deals.
Here we list who has moved where in another busy week in the offshore sector.