Recommended

1

SJP funds pass £85bn on ‘strong client retention’

St James’ Place’s funds under management have passed the £85bn mark as the firm boasts “continued strong retention of client funds”. In a trading update this morning, the firm says funds under management have risen 14 per cent since the start of the year to reach £85.7bn, with net inflows of £6.7bn in 2017 to […]

Business-Handshake-General-Hire-Appointment-700x450.jpg

Intrinsic compliance lead departs after just eight months

Intrinsic head of regulatory and conduct risk Sheriden Davy is leaving the firm after just eight months in the role. Davy joined the Old Mutual Wealth-owned network in May, moving from True Potential where he had worked for two years as head of risk and compliance. Intrinsic says Davy is now joining national financial planner […]

3

Aegon to drop Cofunds brand in platform upgrade

Aegon is dropping the Cofunds brand as it moves users onto an upgraded version of its platform. After acquiring Cofunds in August last year, Aegon has been working on integrating the platform with its Aegon Retirement Choices offering, bringing many of Cofunds’ features into ARC. Users were due to be transferred to the new Aegon/Cofunds […]

Iain Chadwick

The Budget 2015: a brief overview

Following George Osborne’s delivery of his sixth Budget as chancellor and the last of this current parliament, we have provided a brief overview of the initiatives put forward in his statement, focusing on the topics that have an impact upon the pensions landscape, savings, personal taxation and businesses.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment