LV= has launched a trustee investment plan to make smoothed funds more accessible to SIPP and SSAS investors.
Funds under direction at wrap platform Transact grew 3.5% over the quarter ending 30 September 2020, an 8.7% increase for the financial year despite a “difficult and unpredictable” operating environment.
Former Liontrust Asset Management Chairman Adrian Collins has been appointed as a non-executive director (NED) at Hargreaves Lansdown following a renegotiation with Peter Hargreaves allowing him to nominate a NED to the board.
Less than a quarter (17%) of financial advice and wealth management businesses feel confident about their ability to secure affordable professional indemnity insurance (PI), according to a new report.
Pensions Minister Guy Opperman plans to introduce simpler 2-page annual pension statements.
Wealth manager and SIPP provider Mattioli Woods says its market is beginning to stabilise and it is planning further acquisitions.
A senior executive at retirement provider Just Group has called for pension savers in their early 50s to have pensions guidance sessions with the government’s Pension Wise service “automatically” booked for them.
Industry fintech integration body Origo has spun off its standards and governance arm Criterion as an independent organisation.
The FCA's controversial open-ended property fund changes could be a sensible move long term, according to Cedric Bucher, CEO of property firm Hearthstone Investments.
The ABI has given a muted welcome to plans by Pensions Minister Guy Opperman MP, announced at the weekend, to give DC pension scheme members a condensed pension annual statement of no more than two pages.