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What advisers want to see from the Autumn Statement

Chancellor Philip Hammond has been warned to leave pensions alone ahead of next week’s Autumn Statement. The Autumn Statement will be delivered on 23 November and will be Hammond’s first since he took over from George Osborne in July. Hammond has already mentioned an intention to scrap the statement altogether, saying he wants to move […]

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Old Mutual Wealth buys Cheshire advice firm

Old Mutual Wealth Private Client Advisers has acquired Cheshire-based JW Financial Planning for an undisclosed sum. Two advisers and two support staff will join Old Mutual as part of the deal. JW Financial Planning, which launched in 2006, has more than £100m assets under advice. Old Mutual Wealth Private Client Adviser managing director Nigel Speirs […]

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Nucleus eyes ‘hybrid fee’ in pricing review

Nucleus is eyeing a “hybrid fee” model to share costs between advisers and clients in a review of its pricing. The platform is exploring how the firm would offer a hybrid pricing model, where both advisers and clients will pay a fee for the platform, with the latter paying a lesser amount. Nucleus business development […]

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