Mik Cons, co-founder of 1st Software, now 1stThe Exchange, has been appointed partner of Parmenion. Cons acquired a minority stake for an undisclosed sum.
Bupa International has added a fourth level of cover, gold superior, to its group international private medical insurance range.
Our experts give their views on changes in the pension switching process, the effects of Origo Options, Integrating with client management systems and main barriers to online submissions
Outgoing Building Societies Association chairman Graham Beale fought back against claims the mutual sector is “dwindling”.
Hanley Economic Building Society chief executive David Webster hit out at criticism of smaller mutuals as he took over as chairman of the Building Societies Association.
Jamie Clark – Business Development Manager The recent report from the Pensions Policy Institute demonstrates the sheer scale of auto-enrolment so far and what we can expect in the future. We’ve pulled out the key information to save you reading the full report. Auto enrolment in numbers Sources: Pensions Policy Institute, The Future Book: Unravelling […]
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Sims Financial Planning has become the third adviser acquisition this year for consolidator Fairstone. Three staff will join Fairstone, bringing funds under management to more than £90m along with total fee income of almost £500,000. Sims is the latest firm to be fully acquired by Fairstone after joining its downstream buyout programme in July 2015. […]
Aim listed advice and investment firm Harwood Wealth Management has continued its run of acquisitions with a deal to buy an Ascot-based retirement advice specialist. Harwood has acquired the assets of Plan65 for up to £1.56m depending on performance, with an initial payment of £810,000 coming out of Harwood’s existing cash reserve and the rest […]
Old Mutual Wealth is expecting to list on the London Stock Exchange as Quilter on 25 June, according to an investor prospectus, as the chief executive of parent company Old Mutual has resigned. Bruce Hemphill, who has been Old Mutual group chief executive since November 2015, resigned from the boards of Old Mutual Group and […]