Quilter subsidiary escapes fine over DB pension transfer advice
Following an investigation by the UK financial watchdog
Lighthouse
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Quilter sells Lighthouse advice arm
Acquirer wants to make deals ‘at a sensible and sustainable pace’
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Quilter DB legacy issue compensation pot hits £35m
H1 2021 results bolstered by international arm which is expected to be sold on 31 December
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Quilter doubles DB legacy contingency fund to £24m
As the firm moves from ‘significant advice business acquisitions’ to focus on organic growth
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7 advice firms hit with FCA skilled-person reviews since 2017
They had to collectively fork out over £300,000 to pay for the investigations
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FCA investigating Quilter subsidiary over DB pension transfers
UK regulator also orders firm to appoint skilled person to conduct review
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Hong Kong and LatAm boost inflows at Quilter International
CEO Peter Kenny announces pipeline of activity including expat product for Brits in France
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Buyout adds to northern IFA firm’s powerhouse ambitions
As Quilter completes acquisition of Lighthouse to grow its 3,500 adviser network
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UK wealth management firm rolls out direct-to-consumer app
Lighthouse clients will initially also have access to the app at least until its acquisition by Quilter is finalised
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Quilter’s advisory network to buy AIM-listed firm
Chief executive among departures expected post-acquisition
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PEOPLE MOVES: STM, L&G, Lighthouse
Cross-border pensions provider STM hires a key London & Colonial director to its board following its acquisition of the Sipp firm in September. EY reveals who will replace chief financial officer Mark Gregory when he retires next year as an ex- Personal Finance Society chief steps down from her role at the Lighthouse Group.