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Former Tilney chief to run Schroders wealth management arm

Schroders has hired former Tilney chief executive Peter Hall as global head of wealth management, subject to regulatory approval. Hall will replace Andrew Ross who is stepping down to move to take on the role of Schroders wealth management vice chairman. Hall’s position will be effective from 2 January 2019 and he reports to group […]

National IFA sets up mortgage advice firm

National IFA CWB Group has launched a dedicated mortgage advice company. ReSource Mortgages will be headed up by managing director Alan Holmes, who has previously worked at Lloyds Banking Group and Barclays. The IFA, which has offices in Market Harborough, London, Bromsgrove and Glasgow, will base the mortgage advice firm in Bristol. Holmes will run a […]

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Pension transfers hit record £10.6bn in Q1

Pension transfers hit a record of £10.6bn in the first quarter of this year, according to Office for National Statistics data. The figures show the value of pension transfers in 2017 was revised up £2.5bn to £36.8bn. AJ Bell senior analyst Tom Selby says: “The Q1 2018 figure also likely includes a large number of […]

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For better or worse, or to save IHT!

Karen Playfair, Senior Marketing Consultant I recently got married, and my husband and I realised that as a result we should review our wills – not one of our most romantic moments, but possibly one of our more sensible ones! And even though we both previously had wills, it turns out that when you get […]

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