Insurance firm Phoenix Group has acquired a portfolio of £300m equity release mortgages from Just Retirement Limited, part of the Just Group.
Read more ...Phoenix acquires £300m equity release book from Just
- Thursday, 02 September 2021
- Articles
Liontrust to launch sustainable multi-asset UCITS
- Thursday, 02 September 2021
- Articles
Specialist fund manager Liontrust is to launch an Irish-domiciled UCITS Global Multi-Asset fund on 13 October for distribution across Europe.
Read more ...Schroders' Planner arm expands to Leeds
- Thursday, 02 September 2021
- Articles
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.
Read more ...FCA confirms DB transfer redress guidance review
- Thursday, 02 September 2021
- Articles
The Financial Conduct Authority (FCA) has confirmed that it will start a periodic review of pension transfers redress guidance by the end of 2021.
Read more ...Novia founder joins Multrees after platform's sale
- Wednesday, 01 September 2021
- Articles
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.
Read more ...FSCS declares 9 firms in default
- 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.
Read more ...IWP snaps up Hants Financial Planner
- 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.
Read more ...Mattioli Woods pushes back Ludlow takeover
- Wednesday, 01 September 2021
- Articles
Wealth manager and SIPP provider Mattioli Woods has pushed back a major deal to takeover £1.6bn AUM Ludlow Wealth Management.
Read more ...Openwork relaunches women in financial services conference
- Tuesday, 31 August 2021
- Articles
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.
Read more ...ASHL network launches investment proposition
- Tuesday, 31 August 2021
- Articles
Advice network Adviser Services Holdings Limited has established an investment arm called Rockhold Investments.
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