Articles
Coutts has begun the process of integrating Financial Planners and wealth managers from its Adam & Company business into the main wealth management and banking firm.
LV= has extended its payment break and premium/cover reduction options until 31 December for protection policyholders to allow financially vulnerable clients to maintain cover if they suffer financial difficulties.
Brunel Wealth has acquired Bristol-based investment and pensions adviser Academy Associates for an undisclosed sum.
Britons reluctant to seek advice despite pandemic worries
Written by Kat MitchellOnly 15% of Britons have relied more on a financial adviser in the last year despite being more engaged with their personal finances.
Pension and investment provider Aegon UK has acquired retirement information, communication and events specialist firm Pension Geeks.
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Retirees drawn to riskier investments warns FSCS
Written by Kat MitchellThe Financial Services Compensation Scheme has warned that retirees are being tempted to put money into investment products claiming to offer high returns due to the prolonged low interest savings environment.
Schroders Personal Wealth, the Financial Planning joint venture launched by Schroders and Lloyds Bank, has reported a 75% increase in referrals supported by the firm’s new relationship consultants but has only published limited results for the latest quarter.
Fintel chairman and industry veteran Ken Davy steps down today at the firm’s first AGM since rebranding from SimplyBiz last month.
LCF victims get green light for ISA reinvestment
Written by Kat MitchellHMRC has given London Capital & Finance (LCF) ISA investors the green light to reinvest their Financial Services Compensation Scheme (FSCS) compensation payments into a new or existing ISA.