50% drop in firms with DB permissions in two years
Of the 1,310 companies giving pension transfer advice – 9% had no PI cover
Of the 1,310 companies giving pension transfer advice – 9% had no PI cover
To promote a ‘greater understanding of clients’
As it prevents 12 financial advice companies from phoenixing
It is the company’s second acquisition in the sector in 12 months
Firm has also launched a fund range which will be available to financial advisers and direct investors
To examine financial advice given before October 2020
It will be ‘pivotal in organically growing the business over the long-term’
It also expects a ‘strong pipeline of employed advisers’ to join the company in 2021
It will help pension scheme members understand if transferring out is their best option
Ex-Premier League star sees ‘a lot of similarities’ between his previous career and wealth management
Over a third added family members to their current plan
Bank makes triple change in wealth unit, while Swiss group names COO of UK operation