Emma Thomson: Not all clients know what they are covered for

Sitting beside the pool in Rhodes last week, I was surprised and rather pleased to hear a conversation between two fellow holidaymakers about protection insurance. Both men were self-employed and one was talking about how he struggled last year when off work due to an injury. The other was telling him about this insurance he […]

Ros Altmann

Ros Altmann: My solution to the DB transfer advice debacle

The six million people in defined benefit pension schemes who could be enticed by the high transfer values on offer are causing much consternation among parliamentarians, the regulator and financial advisers. The FCA has found a significant proportion of transfer advice to be unsuitable or questionable. Its latest consultation suggests big changes to the way […]

The businessman stood on the road sign and watched the telescope

Succession targets larger IFAs as it changes buy-out model

Consolidator Succession Group is changing its model for buying advice firms as it eyes larger acquisitions. Money Marketing understands the change will see acquisitions fully completed in an initial transaction, with firms no longer having the option to take shares in the group. It is understood other offers will be made. Succession has acquired 51 […]


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