Succession has acquired Birmingham-based Clay Rogers & Partners in a deal potentially worth over £10m The purchase was made through a mix of cash and shares. Clay Rogers has £450m of funds under management, and has been working with Succession since 2013. Co-founder Mark Rogers says: “We are very excited about our rapid integration as […]
EU member states have backed a 12-month delay to the Priips implementation date as regulatory experts argue the European Commission should not rush in redrafting the rules. Yesterday 23 out of 28 EU members, including the UK and Germany, asked the Commission to delay the implementation of Priips after draft rules were rejected earlier this […]
This third part of my look at the changing face of independence starts with my arrival in the research and technical support department of DBS in 1995. Ken Davy had set up DBS some years before. He was an inspirational leader who genuinely believed in independence. I arrived just as the firm was debating whether […]
Those with decent-length memories will recall that in the 2014 Budget statement George Osborne announced the new (and entirely unexpected) pension freedoms. The new rules come fully into force in less than two weeks.
This month will see the release of a TV advertising campaign to raise awareness of auto-enrolment among small and micro employers. It arrives before an unprecedented number of businesses approach their staging date.
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A High Court judge says the FCA can submit evidence in a case that could shape how Sipp misselling claims are handled in the future. In the case, which started today, lorry driver Russell Adams alleges Carey Pensions missold him a self-invested personal pension. Carey Pensions is accused of using unregulated introducers to invest Adams’s […]
Studies have found funds can be too big or too small to outperform, suggesting size does matter The assessment of whether to invest in a certain fund is a tricky business. Bearing in mind roughly 90 per cent of active funds do not beat their benchmarks over periods longer than 10 years, the odds are […]
The following sorry verse embodies procrastination on a whole new level: “Hello there, my name’s Phil; I rap like a small bear writing a will [diligently]; Estate-planning, ninja-whooping IHT; Shame I’m not as bizzie [urban affectation] with the RLP.” These words were penned in response to my father’s short verse sent to me, after the […]