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Sanlam acquires £60m Yorkshire advice firm

Sanlam has acquired advice firm Grennan Advisers, which has £60m in assets under management. East Yorkshire-based Grennan was launched five years ago by Stuart Grennan and Helen Chapman and specialises in providing financial advice services to high net worth clients and business executives. Sanlam chief executive John White says: “Grennan Advisers is a high-quality business […]

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Protection Watch: Earlier claims payment and critical illness compared

Protection Review chief executive Kevin Carr looks at recent market events Paying claims earlier Paying claims is the most important thing the protection industry does – but paying claims sooner comes a close second. British Friendly has received praise from brokers for trialing a new “immediate support payment” for claims received on income protection policies. […]

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Advice around the world: Has regulation held UK advisers back?

RDR has helped bring more transparency to the market, but the landscape is still burdened with slow-moving legacy issues UK advisers are not alone in having their businesses shaken up by regulatory change in recent years. Changes to the way advisers charge their clients and run their firms have impacted several advice markets worldwide, with […]

Investment Clock Economic Update

In his latest Investment Clock economic report Ian Kernohan, Senior Economist at Royal London Asset Management, argues that ‘Lower for longer lives on’. Read the report here: The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount […]

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