Financial Planner and wealth manager Harwood Wealth Management has bought Ascot-based retirement solutions specialist Plan65 for £1.156m.
Almost half of people over 55 are worried about running out of money before they die, according to the findings of a new survey.
HMRC is understood to be seeking leave to appeal a ruling which said it has to allow pension tax relief at source on in-specie Sipp contributions.
Scottish Widows has launched Drip-feed Drawdown, a phased retirement income system to make retirement savings ‘last longer.’
Morningstar has launched a new business unit offering institutions and financial advisers seeking to outsource fund selection or asset allocation access to a series of Select Lists and Model Portfolios.
Financial technology business IRESS has released data showing an upward trend in the sale of protection products via its Exchange platform.
Financial Planning and advice firm Helm Godfrey has partnered with discretionary investment management company PortfolioMetrix, to provide investment options for clients.
National IFA LEBC The Retirement Adviser has called for clarity for consumers considering pension transfers.
Complaints against financial services firms rose by 13% in the second half of last year, according to figures released by the FCA today.
IFG Group, owner of SIPP and platform provider James Hay, has announced a new leadership team.