Leeds-based Progeny Group has acquired wealth manager Chestergate Financial Planning in an attempt to extend its presence in the London area. Salisbury and London-based Chestergate will take a minority stake in Progeny but no further details were given on the transaction. Progeny was formed after wealth management firm Lawrence Scoffield Group merged with Progeny Private […]
AJ Bell has won a case against a client who wanted his platform fees for the past 14 years reduced. A client, referred to as Mr N, complained to the Pensions Ombudsman that, because he did not have enough information about what fees would be payable, he sold a property holding in his Sipp far […]
SJP call centre told client the withdrawal could be processed in five working days St James’s Place must compensate a client who complained the failure to process a withdrawal from his pension before the end of the tax year led to him paying too much income tax. Initially, the Financial Ombudsman Service adjudicator did not […]
Three fund selectors give their views on choosing passive funds, blending, and investor suitability
Development Underwriter Toni Liddell talks about how changes to Royal London’s underwriting approach have resulted in products and services that better meet customers’ needs, including those with existing medical conditions. How would you describe Royal London’s approach to underwriting? Underwriting philosophy touches every part of our business – from product development through to claims. We […]
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