Articles
Two of the founders of fast growing white label platform Seccl - Dave Harvey and Hugo Thorman - are to exit as Octopus expands its stake in the business.
The income a couple needs in retirement to sustain a 'Moderate' lifestyle has leapt by £9,100 in the last year - up nearly 30%, according to new Retirement Living Standards estimates out today from the Pensions and Lifetime Savings Association (PLSA).
Hargreaves Lansdown has today confirmed the appointment of Alison Platt to the role of chair of the board and as a non-executive director of HL, following regulatory approval.
Inheritance tax remains the top financial concern among wealthy Britons, followed by gifting without losing control and maintaining lifestyles, according to research from RBC Wealth Management.
Data and research provider Defaqto - which provides Engage Financial Planning software - has launched a pilot for new Consumer Duty Profiles for selected product providers in the personal pension, SIPP and adviser platform spaces.
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Fast-growing Financial Planner and wealth manager Kingswood Group has completed the acquisition of Dublin retirement planning advice firm BasePlan through its Irish subsidiary Moloney Investment.
SIPP and Financial Planning firm Mattioli Woods has reported pre-tax profits leapt 60% to £7.6m in the six months ended 30 November 2023.
Family mortgage specialist Tembo has acquired Lifetime ISA provider Nude Finance.
Wealth management trade association PIMFA will hold its first Women’s Symposium over two days at a hotel near Heathrow in April.