A firm co-founded by Chartered Financial Planners has been bought by national wealth manager Sanlam UK.
Read more ...Chartered planners bought out by national wealth firm
- Monday, 19 February 2018
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Ex-Minister’s ‘care pension’ attracts civil servant interest
- Monday, 19 February 2018
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Former Pensions Minister Steve Webb has put forward the idea of a ‘care pension’ to the Government.
Read more ...35% rise in funds traded over past year
- Friday, 16 February 2018
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Trading in funds has risen by over a third (35%) in the past year, an online provider has reported, with recent stock market volatility encouraging significant sales of some large funds exposed to failing firms.
Read more ...LEBC hunts for further takeovers in 2018
- Friday, 16 February 2018
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National Financial Planner and retirement specialist LEBC is hunting for further acquisitions this year due to “growing demand” for its services.
Read more ...FSCS ready for Active Wealth (UK) liquidation
- Friday, 16 February 2018
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The Financial Services Compensation Scheme has confirmed that it is preparing for the voluntary liquidation of Active Wealth (UK) Ltd, one of the nine advisory firms involved in British Steel Pension Scheme pension transfers.
Read more ...Wealth manager consultancy firm completes MBO
- Friday, 16 February 2018
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Investment research consultancy ARC has completed a restructuring that means parent company ARC Group is now majority owned by its employees.
Read more ...National Financial Planner backs ban on contingent charging
- Thursday, 15 February 2018
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National Financial Planner LEBC, which specialises in retirement advice, has welcomed the Work & Pensions Select Committee’s call today for a ban on contingent charging for pension transfer advice.
Read more ...St. James's Place reveals UK's youngest Chartered Planner
- Thursday, 15 February 2018
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Wealth manager St. James's Place has claimed the milestone of employing the UK's youngest Chartered Financial Planner aged just 22, as it reveals its partnership now includes more than 500 Chartered financial advisers.
Read more ...New DFM listings for Financial Planners published
- Thursday, 15 February 2018
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The latest DFM listings for Financial Planners have been published, showcasing more than 190 discretionary propositions available to planners.
Read more ...Scottish Widows axes £109bn Standard Life Aberdeen fund deal
- Thursday, 15 February 2018
- Articles

Scottish Widows and Lloyds Banking Group’s Wealth businesses have given notice to terminate their partnership with Standard Life Aberdeen which manages over £100bn of Scottish Widows and Lloyd’s Bank client funds.
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