Insurance firm Phoenix Group has acquired a portfolio of £300m equity release mortgages from Just Retirement Limited, part of the Just Group.

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Specialist fund manager Liontrust is to launch an Irish-domiciled UCITS Global Multi-Asset fund on 13 October for distribution across Europe.

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Schroders Personal Wealth (SPW), the Financial Planning joint venture launched by Schroders and Lloyds Bank, has expanded into Leeds with the opening of an operational centre in the city centre.

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The Financial Conduct Authority (FCA) has confirmed that it will start a periodic review of pension transfers redress guidance by the end of 2021.

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Industry platform veteran Bill Vasilieff, the founder and former chief executive of platform Novia Financial, has joined investment consultancy and fintech firm Multrees as a non-executive director.

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Wednesday, 01 September 2021
Articles

The Financial Services Compensation Scheme has declared 9 firms in default, including a number of financial advisers and a Financial Planning business.

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Wednesday, 01 September 2021
Articles

Rapidly growing Financial Planning group Independent Wealth Planners (IWP) has acquired Hampshire Financial Planner Encompass Financial Management which has £167m under management.

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Wealth manager and SIPP provider Mattioli Woods has pushed back a major deal to takeover £1.6bn AUM Ludlow Wealth Management.

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The Openwork Partnership, one of the UK’s largest financial advice networks, has relaunched its annual women in financial services conference as the network restarts face to face events.

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Advice network Adviser Services Holdings Limited has established an investment arm called Rockhold Investments.

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