Alison O’Connell is stepping down as director of the Pensions Policy Institute to research retirement and pension policy on a freelance basis. She remains a governor of the PPI. Niki Cleal, who had been secon-ded to HBOS, replaces O’Connell as director.
The UK’s biggest lender is shaking up the market with its revamped retention strategy, reports Guy Anker
Harry Baldwin has joined Winterthur Life as IT development manager to expand its Professional Edge range of adviser support services.
Nationwide Building Society
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Norwest Consultants principal Harry Katz outlines 13 reasons why the Pensions Commission report has failed small businesses and low-earners
In the run-up to the Budget, there was some concern that the chancellor might ‘call time’ on the use of salary sacrifice in employee benefits provision.
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Sims Financial Planning has become the third adviser acquisition this year for consolidator Fairstone. Three staff will join Fairstone, bringing funds under management to more than £90m along with total fee income of almost £500,000. Sims is the latest firm to be fully acquired by Fairstone after joining its downstream buyout programme in July 2015. […]
Aim listed advice and investment firm Harwood Wealth Management has continued its run of acquisitions with a deal to buy an Ascot-based retirement advice specialist. Harwood has acquired the assets of Plan65 for up to £1.56m depending on performance, with an initial payment of £810,000 coming out of Harwood’s existing cash reserve and the rest […]
Old Mutual Wealth is expecting to list on the London Stock Exchange as Quilter on 25 June, according to an investor prospectus, as the chief executive of parent company Old Mutual has resigned. Bruce Hemphill, who has been Old Mutual group chief executive since November 2015, resigned from the boards of Old Mutual Group and […]