Aegon has appointed Ed Dymott to the newly-created role of managing director for transformation, innovation and growth.
Lighthouse has acquired a 5.3% stake in Tavistock Investments as part of a “strategic agreement” between the two firms.
Stormtroopers, TIE fighters and Jedis have formed an unlikely alliance with Financial Planners as the PFS Forces conference jumped to hyperspace in Bolton this morning.
CashCalc, the cashflow planning software firm set up by a Chartered Financial Planner, has topped 10,000 registered account holders - doubling numbers in 18 months.
Regardless of a client’s personal circumstances, they are likely to have concerns about their financial future. As such, when clients seek financial advice for the first time, often their primary focus is on receiving guidance on how to invest money wisely, ensuring they get good returns for years to come.
XPS Pensions Group has welcomed a proposed consultation from the Department for Work and Pensions (DWP) on DB pension scheme consolidation.