Two foundations join forces to help women into financial services
Programme will have an initial cohort of 10 women
United Kingdom
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Pension transfer activity falls to lowest level in five years
As FCA updates guidance on how to support vulnerable clients when providing pension transfer advice
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Three key M&A trends in the UK advice industry
‘Selling a business can be a challenging and stressful proposition’
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Demand for tax-effective investment advice set to surge
But 39% of advisers do not routinely explain the benefits of tax efficiency on investments
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UK wealth manager hit with regulatory restrictions
They came into effect on 16 August 2023
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Quilter Cheviot’s MPS available on three additional platforms
Taking the total number of adviser platforms using the MPS to 15
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Nearly 3 million Brits don’t know if they can retire comfortably
With 79% wanting more support from their employer with retirement planning
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Pension firm calls on DWP to take 3-stage approach to trust-based schemes
In response to the DWP consultation ‘Helping savers understand their pension choices’
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CISI partners with Anglia Ruskin University
To offer eligible students the option of sitting CISI exams during their course
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Consultancy firm launches M&A guide for financial advisers
Addressing the multifaceted nature of selling a business and helping IFAs to reach a decision
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PEOPLE MOVES: Perpetual Group, Lombard Odier, Bravura
Asset manager reshuffles global operation, as wealth firm bolsters UK arm
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Should retail investors be given access to LTAFs?
Advisers will play a ‘key role’ in helping clients understand long-term asset funds