Royal London Asset Management (RLAM) has recruited two new members to its responsible investment team.
GPP, the wealth solutions, custody and clearing provider, has revealed client assets on its wealth platform have surpassed £2bn in value.
The Personal Finance Society (PFS) has published a guide clarifying what financial advisers should do to ensure work with discretionary investment services does not come back to haunt them.
The FCA has issued a warning about a ‘Financial Planning’ and wealth advisory firm it believes is based overseas but providing financial services or products in the UK without authorisation.
XPS Pensions Group (XPS) has joined the STAR initiative.
Analysis of Government figures by pension and investment firm Aegon has found there are 840,000 retired couples in the UK who have a weekly income which would cost more than £1.15m if bought as an annuity.
The Personal Finance Society (PFS) has produced a promotional toolkit to help existing and new holders of Chartered status promote their achievement.
Simon Cocking DipPFS, chief executive of Leodis Wealth, has revealed his tips for finding and keeping clients.
Royal London has backed a call by the Office of Tax Simplification which could lead to life insurance policies being automatically exempted from Inheritance Tax to save families money.
Clifton Asset Management has launched a new investment platform, Viewpoint Portfolio, which is set to provide the foundation for a number of new strategic initiatives by the South-West based financial services provider.