Close Brothers Asset Management is to acquire Charted Financial Planning firm Bottriell Adams.
Read more ...IFS proposes ‘pension guarantee’ to replace Triple Lock
- Wednesday, 13 December 2023
- Articles
The Institute for Fiscal Studies (IFS) has proposed a new ‘four-point pension guarantee’ to replace the current State Pension Triple Lock.
Read more ...FinCalc adds goals tools to Cashflow software
- Wednesday, 13 December 2023
- Articles
Fintech FinCalc has added a tool which will provide cashflow and retirement goals to its Cashflow product.
Read more ...AJ Bell boosts some cash interest rates
- Wednesday, 13 December 2023
- Articles
Platform and SIPP provider AJ Bell is to boost interest rates on higher levels of cash held in some accounts.
Read more ...Fairstone completes takeover of £160m AUM Chartered firm
- Wednesday, 13 December 2023
- Articles
National Financial Planning firm Fairstone has completed the acquisition of Goodman Chartered Financial Planners, based in Tunbridge Wells, Kent.
Read more ...Benchmark buys £111m AUM Sussex IFA
- Tuesday, 12 December 2023
- Articles
Schroders’ Benchmark Capital arm has continued its rapid growth by buying £111m AUM Hayward Heath-based Champain Financial Services for an undisclosed amount.
Read more ...Sweden's Söderberg completes 4th UK adviser deal
- Tuesday, 12 December 2023
- Articles
Major Swedish wealth manager Söderberg & Partners has completed its fourth UK adviser deal of the year by buying a minority shareholding in London-based Generation Financial Services for an undisclosed sum.
Read more ...MKC Wealth acquires 2 firms and £90m in AUA
- Tuesday, 12 December 2023
- Articles
Expanding wealth manager and Financial Planner MKC Wealth has added £90m to its assets under advice by acquiring Buxton-based Crescent Independent and the client base of Bury-based IFA Christine Brearley.
Read more ...The Pensions Regulator warns on cyber attacks
- Tuesday, 12 December 2023
- Articles
The Pensions Regulator has called on trustees to help battle cyber-crooks by reporting significant cyber-related incidents as part of updated guidance to tackle the ongoing threat posed by cyber criminals.
Read more ...Firms must halt ‘double dipping’ on cash savings
- Tuesday, 12 December 2023
- Articles
The FCA is cracking down on the practice of so-called ‘double-dipping’ by investment platforms and SIPP operators whereby they keep interest on customers’ cash balances and charge them a fee for doing so.
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