The Personal Accounts Delivery Authority has drawn up a short list of four suppliers to administer personal accounts.
London’s stock market rally hit the brakes today after shooting above 4,500 in intraday trading last week as investors eased away from banks and miners.
Axa has launched a pooled Sipp to allow families or business partners to invest together.
Equitable Life chairman Vanni Treves has decided to retire later this year after eight years in the role.
From the Technical team at Prudential Let’s face it, many aspects of financial planning involve a lot of technical detail. At our face-to-face events, we’ve had great success bringing these technical topics to life through the use of practical case studies. Meet the family Prudential’s Planning Matters hub brings together a fictional family and explores […]
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The government is boosting its income from inheritance tax bills because advisers may have failed to communicate the full advantages of new exemptions. Speaking at a seminar yesterday morning, Prudential senior technical manager Graeme Robb pointed to the rise people affected by the increase in the residence nil rate band to £1m for married couples […]
National advice firm Foster Denovo has poached former Towry M&A head Henna Fry to lead its acquisition strategy. Fry played a leading role in the sale of Towry to Tilney Bestinvest before leaving her role in 2016 to become an independent consultant. She will take on the newly created role of head of corporate development […]
The Financial Ombudsman Service has appointed Money and Mental Health Policy Institute vice chair Richard Lloyd to lead an independent review into its complaints handling process. The former Which? executive director has been charged with producing a report into FOS’ practices after a Channel 4 documentary earlier this year suggested a number of failures at […]