PEOPLE MOVES: Schroders, Sandringham FP, Tilney S&W
Global asset manager names Singapore CEO, as UK IFA firm hires advising partner
Aegon
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Aegon UK acquires pension communications firm
The two companies have been in partnership since 2018
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PEOPLE MOVES: Aegon, FOS, Enhance Group
Group chief tech officer steps down from pension provider, while UK ombudsman names interim CEO
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Advisers demand more ESG products
Yet only 15% of consumers actively invest in sustainable funds
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46% drop in UK firms offering DB transfer advice in a year
It is a ‘worrying and very sharp reduction’ as 36% expect to reduce business in the market
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PEOPLE MOVES: AJ Bell, Axa, Aegon Asset Management
Platform lures big hitter from St James’s Place, while Axa names next chairman
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Aegon mulls sale of its life insurance subsidiary in Asia
Deal could be worth around $700m
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UK advisers urge Sunak to not raise taxes in upcoming budget
It ‘is certainly not the time’ to put pressure ‘on job and wealth-creating businesses and individuals’
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50% drop in firms with DB permissions in two years
Of the 1,310 companies giving pension transfer advice – 9% had no PI cover
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Pension increases protected for Brits in the EU
Brexit deal secures upratings for UK citizens in the Union and for those looking to relocate
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PEOPLE MOVES: Zurich, Just Wealth, FCA
Life insurer names CEO of Malaysia arm, as UK mortgage firm hires head of wealth management division
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What advisers should look out for in 2021
As a budget finally appears on the horizon