Major Swedish wealth manager Söderberg & Partners has taken a “significant” minority stake in expanding Bath-based Chartered Financial Planner Fidelius as it continues its UK expansion drive.
Nearly half of Financial Planners (49%) who offer retirement advice report that recent pension tax allowance changes have spurred a boom in demand for advice, according to a new study.
Total advised customers at platform and SIPP provider AJ Bell rose 8% year-on-year in the quarter ending 31 December, according to a trading update today.
Two convicted 'pension liberation' fraudsters have been ordered to hand over the majority of their assets after a Proceeds of Crime investigation by The Pensions Regulator (TPR).
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