CISI names new paraplanner group chair
He takes over from Dan Atkinson who steps down after five years
Author: Alex Sebastian
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Women saving £80,000 less for retirement than men
Men over 55 have £209,000 saved on average, compared to £128,000 for women
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PEOPLE MOVES: Evelyn Partners, Aegon, Quilter Cheviot, the CISI, Jupiter AM
Associate director added to London financial planning team
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FCA charges former WealthTek boss with nine criminal offences
Allegations of fraud and money laundering
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Quilter adds three financial planners to network with ‘many more’ on the way
Cheshire-based Efinity Wealth among the new appointed representatives
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Aegon appoints director to ‘accelerate momentum’ in DC pensions
He will lead the workplace channel
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Pension Lab launches response time performance index
Index to be published quarterly starting with Q3 2024 data
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FCA bans pair for using ‘flawed advice model’
FCA said customers’ guaranteed pension benefits put at ‘significant risk’
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FCA lays out plan to tackle the pension advice gap
Firms would be able to provide a bespoke suggestion to specific groups of consumers
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PEOPLE MOVES: Aegon AM, PIMCO, Liontrust, Unicorn AM
Euan McNeil has left the firm
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Quilter adds AllianceBernstein as WealthSelect MPS partner
Fund is used in WealthSelect’s Managed and Responsible portfolios
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Titan launches multi-asset fund range
Managed by head of fixed income Peter Doherty and chief investment officer Ian Wood