A new guidance service for workplace pensions, which allows users to consolidate their pension pots online, has been launched by Zurich.
A former partner at Goldman Sachs and Boris Johnson’s chief economic adviser when he was London Mayor are heading up a new discretionary wealth management service.
Paraplanners will gather in Warwick today (Weds 25 May) for the CISI Paraplanner Conference, with attendance over the two days estimated at around 150.
European asset manager Amundi has swooped to purchase an 87.5% stake in Kleinwort Benson’s fund arm.
M&G Investments has revealed this morning it will launch a new online service offering lower fund charges to direct customers.
A Financial Planner is developing a new smartphone app, which will provide a wealth dashboard for users.
Legal & General has acquired a £3bn annuity portfolio from Aegon, it was revealed this morning.
A chartered accountant who also acted as a financial adviser has been jailed for four years after he stole £107,000 of tax and tried to hide the money in his children’s bank accounts.
A Financial Planner has branded elements of pension rules a “dog’s breakfast” after the Bank of England’s chief economist said that even he failed to make sense of them.
Paraplanners have warned platform providers they must focus more on their service and not just on price.