A quarter of UK advisers still do not segment clients
Firms are ‘considering new ways to structure retirement portfolios’ to improve outcomes
Ascentric
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Prudential Financial Planning and Ascentric to get M&G rebrand
Their names will disappear and the businesses will receive a ‘fresh visual identity’
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PEOPLE MOVES: FCA, Ascentric, HSBC
UK financial regulator makes c-suite changes, while wealth platform names CEO
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PEOPLE MOVES: M&G WM, Brewin Dolphin, Globaleye
Platform CEO to step down, while wealth firm names chairman
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M&G creates £28bn wealth management arm
Shortly after acquiring Royal London digital wrap platform for IFAs
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Royal London sells off £14bn Ascentric platform
Firm says it remains ‘firmly committed to the adviser market’ after M&G deal
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Reports Royal London eyeing sale of adviser platform
As the mutual insurer is looking at options for its ‘future strategy’
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PEOPLE MOVES: Orbis Access, Ascentric, LGIM
Orbis Access hires Old Mutual International’s Marcel Bradshaw to head up its UK retail division, while the Ascentric platform appoints Simon Gully to a newly appointed role. LGIM lures its new head of head of DC solutions from JPM Asset Management, while ex-Baring chief investment officer Ken Lambden is hired as part of a senior…
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mc trustees temporarily ceases accepting Malta
MC Trustees, one of the first two companies to launch a QROP scheme in Malta after HM Revenue & Customs recognised the country as a jurisdiction to which UK pensions could be transferred in 2009, has temporarily stopped taking new applications.
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wrap platform ascentric launches offshore bond
Wrap platform Ascentric has teamed with fellow Royal London Group company Royal London 360° to launch the Ascentric Offshore Bond.
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Ascentric becomes first UK platform to add a QROPS, with Malta-based scheme
Ascentric has become the first UK wrap service to put a QROPs on its platform.