The Pensions Dashboards Programme (PDP) has hired leading consultants Capgemini to deliver the critical technical framework needed to bring the dashboards to life as they enter a crucial “develop and test” phase.
Read more ...Mattioli Woods completes delayed Ludlow takeover
- Monday, 06 September 2021
- Articles
Wealth manager and SIPP provider Mattioli Woods has completed its delayed takeover of £1.6bn AUM Ludlow Wealth Management Group.
Read more ...Cirencester CEO to retire after 26 years at the helm
- Friday, 03 September 2021
- Articles
Cirencester Friendly chief executive officer Paul Hudson is to retire from the firm after 25 years at the helm.
Read more ...South African firm buys £150m UK Chartered Planner
- Friday, 03 September 2021
- Articles
One of South Africa’s biggest independent financial advisers AlphaWealth has entered the UK Financial Planning market by acquiring a majority stake in UK Chartered Financial Planner Holborn Financial and plans to acquire more firms.
Read more ...Equity fund net inflows tripled in July
- Friday, 03 September 2021
- Articles
Retail investors piled £4.8bn into investment funds in July, according to Investment Association data.
Read more ...Nottingham Planning firm adds Chartered adviser
- Friday, 03 September 2021
- Articles
East Midlands-based Financial Planning firm George Square Financial Management has added a Chartered financial adviser to its team to support the firm’s expansion plans.
Read more ...Saltus buys £300m AUM Financial Planning firm
- Thursday, 02 September 2021
- Articles
Wealth manager Saltus Group has acquired Farnham-based Financial Planning firm Fish Financial for an undisclosed sum.
Read more ...Pandemic failed to halt growth of workplace pensions
- Thursday, 02 September 2021
- Articles
The percentage of workplace pension savers who actively stopped saving fell slightly during the Coronavirus pandemic, according to data released this morning.
Read more ...CISI branch President aims to reduce mental health stigma
- Thursday, 02 September 2021
- Articles
New President of the Chartered Institute for Securities & Investment (CISI)’s Liverpool branch, Vanessa Doyle ACSI, has pledged to raise awareness of and reduce stigma around mental health.
Read more ...SIPP commercial property queries jump 56%
- Thursday, 02 September 2021
- Articles
Queries from Financial Planners and their clients regarding investing in commercial property as part of their SIPPs increased 56% in the first half of 2021 year on year for provider Curtis Banks.
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