Two industry technical veterans - with over 80 years experience between them - have set up a new business to help trustees cope with changing legislation.
Nucleus’ chief risk officer Martin Ettles has been confirmed as taking on the same role across the combined Nucleus and James Hay platform group.
Wealth management trade association PIMFA has called for the Financial Conduct Authority and the Treasury to review the Packaged Retail and Insurance-based Investment Products (PRIIPs) regime rather than taking a “sticking plaster” approach.
Almost a quarter (24%) of those retiring this year are quitting work earlier than intended due to the impact of the Coronavirus pandemic, according to a new report.
Pareto Financial Planning has partnered with accountants and business advisers Beever and Struthers to provide staff and clients with independent financial and wealth management advice.
Falling property prices could mean some families can reclaim a windfall of thousands of pounds in inheritance tax, a Chartered Financial Planner has predicted.