Wednesday, 26 April 2023
Articles

Pension transfer activity in March dipped to its lowest level since September in 2022.

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Wealth manager and Financial Planner Evelyn Partners has reported a record £1.7bn of gross new money in Q1.

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Platform One has agreed to acquire fintech Gaudi and take over the £1bn-plus SIPP assets currently administered by the firm.

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Fife-based RS Robertson Financial Planning has been acquired by Gilson Gray Financial Management, the financial services arm of law firm Gilson Gray.

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Nichola Pease has stepped down as chair of fund manager Jupiter with immediate effect.

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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.

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The FCA has issued a warning today about the potential mismanagement of 'asset protection' trust schemes.

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 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.

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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.

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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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