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Professional bodies

Lesley Williams, PLSA

PLSA launches diversity initiative for pensions industry

Wed, 01/03/2017 - 13:00

The Pensions and Lifetime Savings Association (PLSA) has launched a new campaign, Breaking the Mirror Image, which aims to encourage greater diversity on trustee boards. »

WealthBar is first robo-adviser in Canadian ETF Association

Thu, 23/02/2017 - 12:24

Online portfolio management platform WealthBar has joined the Canadian ETF Association (CETFA), marking the first time a robo-adviser has joined the organisation. »

Fergus Clarke, PASA

Barnett Waddingham secures PASA accreditation

Mon, 16/01/2017 - 13:28

Barnett Waddingham has become the latest organisation to earn Pensions Administration Standards Association (PASA) accreditation. »

Amanda Pullinger, 100 Women in Finance

100 Women in Hedge Funds rebrands as 100 Women in Finance

Thu, 15/12/2016 - 10:03

100 Women in Hedge Funds has launched a new brand and formally changed its name to 100 Women in Finance. »

APFA survey finds regulatory costs have increased

Thu, 03/11/2016 - 11:03

The third annual Cost of Regulation Report from the Association of Professional Financial Advisers estimates that on average, small to mid-sized firms, with revenue of less than GBP1 million, spent GBP32,000 on the direct and indirect costs of regulation in 2015, an increase from GBP28,000 the previous year.  »

Joanne Segars, PLSA

PLSA launches Master Trust Committee

Wed, 19/10/2016 - 13:31

The Pensions and Lifetime Savings Association (PLSA) has launched a Master Trust Committee to be the voice of master trust pension provision within its membership.   »

PQM launches retirement quality mark

PQM launches retirement quality mark

Wed, 14/09/2016 - 08:10

The Pension Quality Mark (PQM) board has launched the Retirement Quality Mark (RQM) to help savers with the choices they face when making the most of their retirement income.   »

Allen & Overy and Lothian Pension Fund join PASA

Allen & Overy and Lothian Pension Fund join PASA

Wed, 07/09/2016 - 13:29

Allen & Overy and Lothian Pension Fund are the latest organisations to join the Pensions Administration Standards Association (PASA) taking PASA scheme member representation to over 11 million. »

APFA announces Financial Services Forum events

Mon, 18/07/2016 - 09:13

The Association of Professional Financial Advisers (APFA) has launched the inaugural Financial Services Forum events with the initial two events to be held in the Northwest of England on 6 October and London on the 22 November.   »

APFA report shows profits down for financial advisers

Thu, 24/03/2016 - 09:28

The Association of Professional Financial Advisers has published its fourth report on the sector, revealing a steady increase in turnover continued in 2015 (up by 8 per cent), but profits (both before tax and retained earnings) took a significant hit in 2015, each down by roughly GBP100 million, representing a fall of 10 per cent in pre-tax and 65 per cent post-tax profits, down to GBP61 million.  »

Joanne Segars, Pemsions and Lifetime Savings Association

NAPF rebrands as Pensions and Lifetime Savings Association

Thu, 15/10/2015 - 17:10

The National Association of Pension Funds (NAPF) has relaunched as the Pensions and Lifetime Savings Association. Joanne Segars, Chief Executive, announced the name change at the NAPF Annual Conference & Exhibition, today (Thursday). »

Tina Riches

Wealthy and business owners to feel budget pain

Thu, 09/07/2015 - 14:12

While recognising that the richest taxpayers pay an increasing percentage of UK tax revenue, the Budget has made it clear that the Government aims to ensure that wealthy individuals will have to be far more transparent in their tax affairs and pay the tax that Parliament intends. »

Gurensey flag

OECD backs Guernsey as a cooperative jurisdiction

Tue, 07/07/2015 - 07:36

The Organisation for Economic Cooperation and Development (OECD) – the international standards-setter for tax transparency and cooperation – has underlined Guernsey’s reputation as a cooperative jurisdiction. »


HMRC QROPS list suspension – what next?

Mon, 22/06/2015 - 06:00

Following the suspension of the QROPS list, James McLeod, head of pensions at AES International, is urging advisers to exercise some caution over transfers until the new list is published on 1 July.  »

Geoff Cook

OECD Tax Policy expert added to Jersey Finance private client London conference programme

Mon, 13/04/2015 - 14:08

​The Director of the OECD’s Centre for Tax Policy and Administration Pascal Saint-Amans will give a keynote speech at this year’s Jersey Finance annual private client conference in London in May. »

man with megaphone

Name change at Sanlam Private Investments

Mon, 02/03/2015 - 21:30

Sanlam Private Investments is to be renamed Sanlam Private Wealth as part of a rebranding exercise to mark the development of the Sanlam Group into a global business.  »


Financial Horizons becomes Intersect Capital

Wed, 25/02/2015 - 09:00

Independent asset management firm Financial Horizons Wealth Building Strategies has rebranded itself as Intersect Capital LLC.  »

man with megaphone

EFAMA welcomes plans for a capital markets union focused on investor needs

Thu, 19/02/2015 - 11:00

FAMA has given a strong early welcome to the European Commission’s Green Paper for a Capital Markets Union.   »

Israeli flag

Investors in Israel to convene at inaugural summit at LSE

Fri, 13/02/2015 - 14:00

UK Israel Business has partnered with London Stock Exchange to organise a major London summit for new and existing investors in Israeli companies.   »

Green world

RBC GAM becomes Sustaining Member of RIA

Tue, 23/09/2014 - 14:20

RBC Global Asset Management (RBC GAM) has become a Sustaining Member of the Responsible Investment Association (RIA). »


In focus

Progeny Group is on the growth path

Wed, 01/02/2017 - 07:24

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 14:44

WMA indices switch to MSCI

Sun, 15/01/2017 - 13:02

Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Special Reports

Bermuda Fund Services 2017

Bermuda Fund Services 2017

Fri, 24/03/2017 - 10:55

Switzerland Hedge Funds 2017

Mon, 27/03/2017 - 12:53

Guide to Relocation 2017

Guide to Relocation 2017

Mon, 20/02/2017 - 14:43

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