Punter Southall Financial Management is set to snap up adv-iser firm Opus Holdings. The deal is expected to be completed by December and will increase Punter Southall’s advisers from 40 to 60. The IFA and employee benefits consultancy says Opus is likely to be its last acquisition as it believes it has adequate geographical coverage. […]
Welcome to the latest edition of In Focus. In this issue, Jelf examines the private medical insurance market for employers with expatriate workforces in Germany. This includes the common challenges faced in sourcing appropriate coverage, along with a selection of available solutions. This will be of particular interest to HR/reward decision makers with employees based in Germany. It will assess the cultural norms, risks and backdrop that are relevant to organisations with expatriate staff in this location.
New Leodis Wealth chief executive on supporting clients through the chaos caused by the UK’s exit from the EU The long and tortuous road to Brexit has taken us from a political soap opera to what many regard as a tragedy over the past two-and-a-half years. Whatever drama is yet to unfold, the message that […]
Consulting director at The Lang Cat Steve Nelson talks making sure clients know what they’re buying and the joys of research ahead of his appearance at Money Marketing’s flagship conference. What one word or phrase do you think sums up the state of the financial planning profession today? I’m going to defer to our adviser […]
Directory service Compare The Platform has launched a new tool to calculate exit charges across the market. The calculator will be updated in real time to given an indication of exit costs, but also incentives to switch, for example where platforms offer to pay for part or all of the costs of leaving an adviser’s […]