PEOPLE MOVES: Marlborough, Legal & General, Quilter
Investment firm names CIO, while CEO retires from financial services group
Industry
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Pension tax refunds fall to £134m in 2022
Total value of overpayments since pension freedoms nears £1bn
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UK financial services group buys advice firm
Acquired business will retain its branding
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M&G rolls out investment app with Moneyfarm
To target a ‘new generation of savers’
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Advice is ‘too expensive’ and ‘for the wealthy’, Brits claim
44% of Gen-Z savers believe they can source valuable information on social media
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Sun Life signs bancassurance deal in Hong Kong
Insurer will pay $191m for the distribution partnership
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UK turns to industry to solve £26bn lost pensions problem
‘It is time for the DWP to get off the fence and take action’
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Liontrust to rebrand multi-asset funds
As it appoints Hymans Robertson and Defaqto to oversee allocation and risk profiling
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How easy is it for advisers to switch professional bodies?
Recent PFS/CII controversy has left some assessing their options
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16% surge in Brits turning to internet for pension help
As Aegon’s Steven Cameron eyes changes to pension tax rules
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UAE investment company bids to improve female financial education
Partnership will give women in the region access to tools and skills to help with saving
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Abrdn global head of diversity and inclusion dies
Lynne Connolly was an ‘inspirational colleague, leader and role model’