Pension freedom has meant individuals have greater choice than ever before about their retirement savings in later life but many struggle to manage retirement income or know where to start, research from St James’s Place’s has revealed.
Quilter Investors has promoted Dean Bowden to managing director of the multi-asset business.
XPS Pensions Group has acquired the entire issued share capital of Trigon Professional Services Limited (Trigon) from Trigon Pensions Holdings.
Fresh from the completion of its all-share merger earlier this month Premier Miton’s Premier Asset Management Group has revealed it has £6.6bn in assets under management.
Serenity Financial Planning has completed its latest acquisition with the purchase of Midlands-based Blackstone Wealth Management.
Nearly 2,000 finance professionals are expected to attend the PFS 'Futureproof' Financial Planning Conference day which gets under way at the ICC in Birmingham city centre today.
PFS membership has reached 40,000 with strong growth over the past seven years, CEO Keith Richards revealed today at 'Futureproof' - the PFS's Annual Financial Planning Conference taking place at the ICC Birmingham.
Technology and the pace of change was moving at an ever faster pace but Financial Planners and Wealth Managers who focus on the human touch would continue to be in demand for many years, one of the country's leading 'futurologists' Matthew Griffin told the PFS Annual Conference today.
PFS chief executive Keith Richards has said feedback on the PFS 'Futureproof' Financial Planning Conference - held in Birmingham yesterday (Thurs 28 November) has been "absolutely fantastic" and he was delighted with the turnout as nearly 2,000 finance professionals took part.
Xafinity SIPP/SSAS has reached the milestone of having 2,000 commercial properties under administration for its clients.