Andrew Shepherd to retire as Brooks Macdonald group CEO
CFO Andrea Montague will become group CEO from October this year, subject to regulatory approval
Standard Life
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Standard Life and Fidelity join forces on smoothed fund for advisers
‘Strategic partnership’ formed to create the new offering
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IFAs raise concerns over proposed changes to pension death benefits tax rules
73% believe that they should be postponed until after the next election
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Standard Life rolls out annuity
It will target customers focusing on ‘certainty and security’
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Clients withdrawing funds to plug financial shortfall, advisers say
Amid the cost of living crisis advisers are seeing significant changes in their clients’ behaviours
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Four-fifths of DB pension trustees expected to approach insurer in next five years
With 36% expected to approach one within the next year
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PEOPLE MOVES: M&G, Aviva Investors, TIME
Savings giant hires life insurance CEO, as asset manager names global head of distribution
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UK eyes ‘evolutionary’ change to pensions market with reforms
As DWP launches consultation about ending the proliferation of deferred small pension pots
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18% of over 55s to pass tax-free cash from pension to loved ones
Men more likely to do so than women
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PEOPLE MOVES: Aviva Investors, Fairstone, Standard Life
Asset manager and advice firm make c-suite changes
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43% of Brits over 55 unaware of tax-free pension rules
Retirees need to consider ‘key things’ before they take their lump sum
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UK to ban cold calling on all financial products
As the government looks to ‘take the fight to the scammers and fraudsters’