37% of CII and PFS members are second careerists
But apprenticeships and family connections are not common entry paths
UK Adviser
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SJP partner firm makes second acquisition in two months
Deal allows the company to ‘provide a broader range financial services under one roof’
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‘Never too late’ to boost retirement savings
As financial services firms launch pension tracing initiative
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Sanlam sells UK life and pension arm for £39m
Acquirer is ‘confident’ in its ‘ability to finance and execute’ further deals
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How wealth firms can tackle the next-gen client conundrum
Substantial business could walk out of the door if relationships are not built early enough
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Investment adviser sentenced to nearly 6 years in prison
FCA will ‘pursue confiscation proceedings against him in order to try and seize his illegal gains’
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UK law firm unveils wealth division
It will offer estate planning, probate and trust services
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How does the UK lifeboat service forecast its levy?
Compensation costs, management expenses, recoveries and surpluses/deficits all part of process
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Ex-JP Morgan duo create UK investment manager
It aims to cater to ‘underserved’ clients that ‘have been left wanting by private banks’
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Pimfa collaboration to launch ESG academy for wealth managers
‘There is an opportunity to be seized here both for investors and companies alike’ By Natasha Turner
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HMRC to repay £45m in ‘follower notice’ penalties?
Taxpayers in receipt of one ‘should take action without delay’
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UK retirees lack emergency savings
Over 20% think they have enough funds for rainy days, but they actually fall short