Pension transfer activity in March dipped to its lowest level since September in 2022.
Read more ...Evelyn Partners AUM up £1.4bn in Q1
- Wednesday, 26 April 2023
- Articles

Wealth manager and Financial Planner Evelyn Partners has reported a record £1.7bn of gross new money in Q1.
Read more ...Platform One buys SIPP provider and fintech Gaudi
- Wednesday, 26 April 2023
- Articles

Platform One has agreed to acquire fintech Gaudi and take over the £1bn-plus SIPP assets currently administered by the firm.
Read more ...Scottish law firm buys fellow SJP partner business
- Wednesday, 26 April 2023
- Articles

Fife-based RS Robertson Financial Planning has been acquired by Gilson Gray Financial Management, the financial services arm of law firm Gilson Gray.
Read more ...Jupiter chair Pease steps down after 3 years
- Wednesday, 26 April 2023
- Articles

Nichola Pease has stepped down as chair of fund manager Jupiter with immediate effect.
Read more ...JM Finn backs female Atlantic rowing team
- Wednesday, 26 April 2023
- Articles

Wealth manager JM Finn is sponsoring an all-female rowing team taking part in an Atlantic crossing challenge - with one of their own investment managers, Laura Langton, taking part.
Read more ...FCA warns on mismanagement of trusts
- Tuesday, 25 April 2023
- Articles

The FCA has issued a warning today about the potential mismanagement of 'asset protection' trust schemes.
Read more ...Positive market helps Jupiter AUM climb £600m
- Tuesday, 25 April 2023
- Articles

Jupiter Fund Management said assets under management (AUM) increased £600m in the first quarter of the year to £50.8bn, largely due to positive market movement of £1.5bn.
Read more ...Scrapping LTA may fuel pension 'estate planning'
- Tuesday, 25 April 2023
- Articles

Financial advisers and Paraplanners believe more clients will use pension pots to pass wealth on to dependants after the abolition of the Lifetime Allowance (LTA), according to a new survey.
Read more ...FSCS launches investigation into pension adviser
- Tuesday, 25 April 2023
- Articles

The Financial Services Compensation Scheme has begun an investigation into Chester-based pension adviser Arrow Financial Services UK Ltd, trading as Arrow Asset Management (FRN 528826).
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