Articles
The acquisitive Financial Planning and wealth management firm Kingswood has today completed its deal to buy South-Yorkshire-based DJ Cooke (Life & Pensions) in a deal worth £1.5m.
Just under a third (30%) of over-55s with a defined contribution pension plan to release equity from their home to help fund retirement plans.
Liontrust’s Roberts to retire after 34yr fund career
Written by Kat MitchellLiontrust’s David Roberts is to retire from fund management in August following a 34-year career managing fixed income funds.
Protection provider LV= has made its payment break option permanent.
FCA refuses CMC application as crackdown continues
Written by Kat MitchellThe Financial Conduct Authority has refused RTC Management Solutions Ltd’s application to be authorised as it continues its crack down of claims management companies (CMCs).
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Schroders Personal Wealth (SPW) has appointed former Barclays executive Rupert Dickinson as an independent non-executive director to its board.
Stephen Kavanagh is to retire as CEO of national IFA firm Chase de Vere and become the company’s new chairman.
FE Investments, the investing arm of investment data and technology provider FE fundinfo, has added a range of responsible investment reports for its managed portfolio ranges.
DB transfer scam warnings rise despite activity drop
Written by Kat MitchellThe proportion of DB transfers showing red flags for a potential scam or poor member outcomes rose to 50% in January.