IFA company expands UK footprint
It has plans to open more operations in the ‘next few weeks’
United Kingdom
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Phoenix Group set to acquire Standard Life brand
Transaction could be announced in a matter of days
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Pension freedom age increase will create ‘second class schemes’
As ‘tougher’ access rules make it ‘complex for savers’
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UK financial planner merges with wealth manager
Deal increases assets under influence to around £700m
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PEOPLE MOVES: Zurich, Lloyds Banking Group, Schroders
UBS Group COO joins board of insurance giant, as bank names protection director
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Quarter of UK adults have low financial resilience due to covid
FCA survey shows number of at risk Brits has shot up 15% since the start of the pandemic
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What does the future hold for the DB transfer market?
Equilibrium FP partner believes an inconsistent ‘flow of work’ can leave industry in ‘danger zone’
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IFA consolidator completes triple swoop
It is on course to double in size by the end of the year
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IFA firm bolsters Scotland operation with acquisition
Deal brings around £270m assets under management to the group
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UK wealth firm unveils adviser academy
As Quilter’s financial advice school moves courses online
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UK wealth manager forms ESG partnership with MSCI
As it scraps VAT from its managed portfolio service
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Gross ‘generalisations’ by insurers perpetuate HIV+ stigma
‘Outdated viewpoints on medical conditions just aren’t relevant anymore’