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 […]
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 […]
There is a big folder in my office labelled Mifid II. Every week or two, I set aside a couple of hours to read parts of it, make notes and circulate thoughts to colleagues about how we are going to comply. From everything I have read so far, here are my observations about what it […]
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 […]
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.
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