Latest News - Jack Gilbert
SFO opens investigation into £120m pension schemes
Around 1,000 investors are said to be affected by schemes which invested in storage units.
Tories climb-down on social care policy
May says the government will now consult on a contributions cap for the new social care policy.
Pension freedoms boost AJ Bell profits and inflows
Platform also enjoys rise in profits for the first six months of its financial year.
HMRC to assess claims on higher rate in-specie tax relief
HMRC will look at cases where members have claimed higher-rate tax relief on these contributions on a ‘case by case’ basis'.
Introducers sidestep cold call ban as nature of scams evolves
A ban on pension cold calling has been delayed by the general election, but introducers are well equipped to bypass it by shifting their operations overseas and using obscure DFMs.
Advice firm ‘re-homing’ clients after DFM Strand closes
Advisability was using Strand Capital which is closing down and has agreed to stop regulated activity.
Phoenix mulls drawdown launch depending on FCA review
Provider says if the FCA provides 'clear guidance' then it could develop its own non-advised drawdown offering.
IFS: Tory ‘double lock’ will barely improve state pension affordability
Think tank says replacing triple lock with a double lock will not have a huge impact on state pension spending.
FCA: we will focus on small IFAs following suitability review
The regulator says it wants to engage more with smaller firms to help improve practices as it follows up its suitability review.
Tory plan to restructure SFO criticised by lawyers
The Conservative manifesto included a pledge to combine the Serious Fraud Office and the National Crime Agency.
CEO tapes: 'Is this government business orientated?'
In the final part of our series the four fund bosses discuss how Brexit could impact their businesses.
CEO tapes: when an acquisition 'makes sense'
Are we relevant to our clients? This is the question one of the top four asset management CEOs ask in the seventh instalment of our series.
Adviser Profile: Brian Hill of Jones Hill
Brian Hill has used his army background to build a firm that specialises in financial advice for the forces, while adopting a franchise model to forge a new path for the future of advice firms