SJP and Essential Insurance join Protection Distributors Group
St James’s Place joins UK intermediary firms to improve protection market for consumers
St James’s Place joins UK intermediary firms to improve protection market for consumers
Move sees investment manager exit the Isle of Man
Plus, managing director of Aussie financial services firm will leave role with A$1.2m handshake
UK compensation scheme to cover costs relating to administrators, lawyers and others involved
Inaugural acquisition adds £85m to firm’s £400m AuM
Calls to expand reach of dormant asset initiative to investments and other financial products
But all providers will be required by law to make information available
It will deliver a range of multi- and single asset investment funds for Utmost clients
Chief executive among departures expected post-acquisition
Adviser-turned-podcaster with 2m downloads advocates a simpler approach to financial planning
Freedom of information request highlights deep inconsistencies in UK inheritance tax
Data leak was described as the ‘biggest ever blow’ to the offshore world