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Latest News - Jack Gilbert

FCA weighs action on non-standard Sipp investments

Regulator asks Sipp firms for more information on the DFMs they are working with.

Lloyds strikes deal for £19bn Zurich pension arm

Lloyds has bought Zurich's £19 billion workplace pension business.

Troubled DFM hires claims firm to shift blame on IFAs

Beaufort Securities directs its ‘valued’ clients to put in claims against advisers over suitability concerns.

Wealth firm with £1.8bn ambition to be wound up

Westbury Private Clients, which was founded by former Duncan Lawrie banker James Goodchild, has gone into liquidation.

'Prost!' National wealth adviser offers boozy Berlin incentive

True Potential advisers have been offered the chance to win a place at a conference in Berlin, if they have written enough business on the company's platform.

FSCS declares wealth firm in default

Collapsed DFM Strand Capital has been declared in default by the FSCS opening the door to payouts.

FCA continues exit fee investigation into 5 insurers; drops one firm

Police Mutual investigation ended but the regulator continues looking at five firms.

DFM told to refile accounts after auditor's conflicts revealed

An accountant not only had a shareholding in the DFM he was auditing, but the pension schemes he ran invested in it too.

Labour slams asset managers' 'excessive charges'

Labour shadow pensions minister Alex Cunningham has criticised asset managers, accusing them of profiting from ‘excessive charges’ levied on clients’ pension savings.

Wealth managers risk fines over offshore asset warning letters

‘Come to us before we come for you,’ says a template letter from the taxman which IFAs must send to clients by 31 August.

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