PEOPLE MOVES: AJ Bell, the CISI, Mirabaud AM, RLAM, Allfunds, Stonehage Fleming IM
The platform makes two appointments
Industry
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Aegon beefs-up pensions tool for advisers
Three new sections added
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CCLA mental health benchmark reveals limited progress over past year
As CCLA reveals that only 12 out of 119 companies have improved performance since last year
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Liontrust suffers £1.1bn outflows in latest quarter
Total outflows increased to £2.1bn in the first half of its financial year
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Slashing pension reliefs could ‘severely limit’ retirement security
Tax-free lump sum withdrawals under threat
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AIC: Cost disclosure breakthrough does not apply to VCTs
The AIC was ‘disappointed’ to learn draft legislation exempting trusts from cost disclosure requirements does not include VCTs
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BNY’s Parkin: Greater action needed on retirement income advice
Six months on from the FCA’s thematic review, Richard Parkin is concerned some adviser firms have not taken the regulator’s concerns on board
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SJP report finds key life events driving advice seeking
Nearly half of people (48%) who have accessed advice did so after a milestone
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HL takeover approved by Swiss Competition Commission
Private equity takeover moves closer to completion
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Investment companies will no longer be required to produce KIDs
A draft Statutory Instrument proposed by HM Treasury found EU-inherited cost disclosure rules are ‘not accurate’
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Schroders Personal Wealth: One in three women saving less than £100 a month
Only 15% of men are not reaching this threshold
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Brooks Macdonald snaps-up financial planner LIFT
LIFT is headquartered in Greater Manchester, with offices in London and Edinburgh