Over 15m (78%) non-retired, married people have no idea about the value of their spouse’s pensions, according to a new report.

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Wealth manager and Financial Planner Tavistock Investments has posted a £1.23m profit for the year ending 31 March, in contrast to the £5.5m loss the previous year.

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Tuesday, 07 September 2021
Articles

David Ferguson, CEO and founder of adviser platform Nucleus, is to step down from the company following its takeover by rival James Hay.

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As school students return to school, the Personal Finance Society has restarted its ‘My Personal Finance Skills’ programme which saw 18,000 students learn money skills over the past academic year.

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Two major fund managers, Fidelity and Janus Henderson, have today separately launched mutual funds designed to help tackle climate change.

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The Pensions Dashboards Programme (PDP) has hired leading consultants Capgemini to deliver the critical technical framework needed to bring the dashboards to life as they enter a crucial “develop and test” phase.

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Wealth manager and SIPP provider Mattioli Woods has completed its delayed takeover of £1.6bn AUM Ludlow Wealth Management Group.

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Cirencester Friendly chief executive officer Paul Hudson is to retire from the firm after 25 years at the helm.

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One of South Africa’s biggest independent financial advisers AlphaWealth has entered the UK Financial Planning market by acquiring a majority stake in UK Chartered Financial Planner Holborn Financial and plans to acquire more firms.

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Retail investors piled £4.8bn into investment funds in July, according to Investment Association data.

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