The number of DB transfer requests has fallen dramatically since the FCA introduced a ban on contingent charging last year, according to analysis from actuarial firm LCP.
Read more ...Tilney recruits new Financial Planner from Aviva
- Monday, 14 June 2021
- Articles
Wealth manager and Financial Planner Tilney Smith & Williamson has continued its recent recruitment drive with the hiring of Chris Littlefair from Aviva to be a Financial Planner based in West Sussex.
Read more ...Old Mutual Wealth platform rebrands as Quilter
- Monday, 14 June 2021
- Articles
Wealth manager Quilter has completed the rebrand of its UK investment platform to the Quilter name.
Read more ...IWP founder's new firm to acquire Tavistock Wealth for £40m
- Monday, 14 June 2021
- Articles
One of the founders of rapidly growing Financial Planning firm Independent Wealth Planners (IWP) is behind the takeover today of Financial Planning and investment group Tavistock for £40m.
Read more ...Treasury must fix £17bn pensions error say MPs
- Friday, 11 June 2021
- Articles
MPs on the influential Public Accounts Committee (PAC) have published a damning report criticising the Treasury for failing to fix what it calls a £17bn error on public service pensions that has disadvantaged younger workers, women and other groups.
Read more ...Transact staff to return to the office
- Friday, 11 June 2021
- Articles
Staff at adviser platform Transact will start to return to the office from August as the platform pilots a hybrid working model.
Read more ...UK wealth grows faster despite pandemic
- Friday, 11 June 2021
- Articles
Financial wealth in the UK grew by 7% in 2019-20 compared to 5% for Western Europe, according to a new report.
Read more ...Seccl launches instant deposits
- Thursday, 10 June 2021
- Articles
Platform technology provider and Octopus-owned custodian Seccl has launched instant deposits, allowing client payments made by bank transfer to clear and invest instantly.
Read more ...Shift away from fixed rate method for drawdown calculations
- Thursday, 10 June 2021
- Articles
When advising on income drawdown, there has been a shift away from a fixed rate method with more advisers now preferring modelling tools.
Read more ...Investec combines Planning services to launch advice arm
- Thursday, 10 June 2021
- Articles
Investec Wealth & Investment has combined its Financial Planning services and launched a wealth planning service.
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