FCA fines Santander £32.8m for failings on estates

The Financial Conduct Authority has fined Santander £32.8m for failing to effectively deal with the accounts and investments of deceased customers over several years.

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Chartered Planner wins accountant client referrals after top exam marks

A Chartered Financial Planner says he has already begun to win client referrals from solicitors and accountants after achieving top marks in a trust and estates planning exam.

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