The number of Defined Benefit transfers fell in November as transfer values slipped, according to the latest XPS Transfer Watch.
Expanding wealth manager and Financial Planner firm Kingswood has announced a new managing director as part of a series of senior management appointments.
Standard Life Wrap, the adviser platform, is to simplify and cut charges by April in a major overhaul of its pricing structure.
The Technology & Media sector has produced the best investment company performance so far in 2019, according to analysis by the Association of Investment Companies (AIC).
Platform Transact has added a facility to allow users of the Timeline pension app to import Transact client portfolio data.
One of the best known figures in UK investment, Justin Urquhart Stewart, is to take on a new ambassadorial role at 7IM, the company he co-founded, as he retires and steps down from his full-time position with the firm.
The failure to include appointed reps in the FCA’s new Senior Managers & Certification Regime, which comes into effect today (9 December) is an “oversight”, according to a regulatory expert.
There are growing concerns that more property funds will be suspended after Prudential halted dealing in its UK Property Fund late on Friday.
Over two thirds of financial advisers believe financial education is the “most important” way to encourage people to save more for retirement.
A leading thinktank says the older generation will be responsible for 63p in every £ spent by 2040 and could represent a golden business opportunity.
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