Latest News - Jack Gilbert
Aviva launches PruFunds rival
The fund is targeting 5% above the Bank of England base rates.
L&G sells off with-profits division in £650m deal
Swiss Re has bought L&G’s Mature Savings division including the closed with-profits fund.
Scrap LTA for patient capital investment, gov't told
High earners could be allowed to break the lifetime allowance or the annual allowance on pension saving in order to save
Welsh adviser to shut over 'unsatisfactory' DFM investment
FCA asks firm to restrict permissions over 'unsatisfactory' DFM recommendations.
HMRC hands back £37m in overpaid pension tax
HMRC pays back £37m in overpaid tax on flexible pension withdrawals over the past three months.
FSCS investment claim cap rises to £85k
The changes will mean consumers can claim £85,000 from a failed advice firm, £35,000 more than previously.
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.
CISI slams FCA plan to scrap Approved Persons Register
The Chartered Institute for Securities & Investment (CISI) has criticised the Financial Conduct Authority’s (FCA) plans to limit the scope of the Financial Services Register.
Is the auto industry the next ‘Big Short?’
Randeep Grewal, portfolio manager of the Trium Opportunistic Equity fund, explains why he believes the auto industry is the next big short.
How to make a compensation payout last a lifetime
Making sure personal injury compensation money lasts without taking huge risks poses big challenges.