Articles
Retail investors piled £4.8bn into investment funds in July, according to Investment Association data.
Saltus buys £300m AUM Financial Planning firm
Written by Kat MitchellWealth manager Saltus Group has acquired Farnham-based Financial Planning firm Fish Financial for an undisclosed sum.
Pandemic failed to halt growth of workplace pensions
Written by Kat MitchellThe percentage of workplace pension savers who actively stopped saving fell slightly during the Coronavirus pandemic, according to data released this morning.
CISI branch President aims to reduce mental health stigma
Written by Kat MitchellNew President of the Chartered Institute for Securities & Investment (CISI)’s Liverpool branch, Vanessa Doyle ACSI, has pledged to raise awareness of and reduce stigma around mental health.
Queries from Financial Planners and their clients regarding investing in commercial property as part of their SIPPs increased 56% in the first half of 2021 year on year for provider Curtis Banks.
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Phoenix acquires £300m equity release book from Just
Written by Kat MitchellInsurance firm Phoenix Group has acquired a portfolio of £300m equity release mortgages from Just Retirement Limited, part of the Just Group.
Liontrust to launch sustainable multi-asset UCITS
Written by Kat MitchellSpecialist fund manager Liontrust is to launch an Irish-domiciled UCITS Global Multi-Asset fund on 13 October for distribution across Europe.
Schroders Personal Wealth (SPW), the Financial Planning joint venture launched by Schroders and Lloyds Bank, has expanded into Leeds with the opening of an operational centre in the city centre.
FCA confirms DB transfer redress guidance review
Written by Kat MitchellThe Financial Conduct Authority (FCA) has confirmed that it will start a periodic review of pension transfers redress guidance by the end of 2021.