Financial planning group makes double swoop
‘Further acquisitions are in the pipeline for the next few months’
UK Adviser
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Schroders Personal Wealth to cut roles in business restructure
Workforce reduction is ‘next phase of journey’ as it gains operational independence from Lloyds
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FCA fines IFA firm over ‘unsuitable’ pension transfer advice
It has paid redress of around £2.7m to 41 customers impacted by the switch to Sipps
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Advice firm founder dies
She spent nearly 30 years in the industry
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Quilter dismisses deferred payment delay reports
It is ‘not due until the assets under advice is agreed’
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IFA firm completes 10th acquisition of 2020
Deal adds £135m in assets under advice
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UK financial advisers expect increase in onshore bond business
As clients demand more medium to long-term investments
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Nucleus confirms it is in talks with multiple potential buyers
Majority shareholder Sanlam UK is said to be supportive of the discussions
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FCA warns expats about switching UK pensions into int’l Sipps
As it received queries relating to ‘charges being paid’ in these transfers
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Wealth manager names chief executive of UK operation
The newly appointed CEO joins from Schroders Personal Wealth where he was chief commercial officer
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Wealth manager buys advice firm for £7.8m
M&G and Polygon Partners commit to purchasing 6 million shares in £5.3m placing to fund the deal
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Advice trade body calls for reform of UK lifeboat scheme
Phoenixing is allowing ‘firms that simply should not be in business’ to transfer compensation burden