View more on these topics

Partner quits leading IFA firm

London based IFA Holden Meehan has announced the retirement of its founding partner Peter Holden.

Holden is leaving the firm to pursue other interests.

He founded the firm which specialises in green and ethical issues 14 years ago with Pat Meehan. The firm now has 40 staff 20 of which are registered individuals working out of its London and Bristol offices.

Holden Meehan partner Pat Meehan says: &#34We are sad to see Peter leave and wish him every success in the future. His unique combination of entrepreneurial flair and leadership has been invaluable in growing the business to its current stage.

The groundwork over the last few years means that I can now take responsibility for both offices backed up by really able people in London and Bristol. This move creates real opportunities for our key staff, and we are all very excited by our future plans.&#34


Serps deferral could cost £5bn over 10 years

The Government is to put back plans to cut Serps entitlement for widows for at least five years and at a cost of £1bn according to the Financial Times.The reports says ministers will delay implementation of the plan which was due to come in effect next April. It would have halved the Serps pension paid […]

Sainsbury to trial stakeholder pension forecasts

Supermarket giant Sainsbury has agreed to become the first guinea pig to test the Government&#39s proposed plans for annual pension forecasts.The annual personalised pension forecast will provide employees with details of both their state and private pension provision.To overcome fears that the proposals could contravene the Data Protection Act, the retailer is sending consent forms […]

IFAs slam L&G over credit scored policy loans

By Adrian CammidgeIFAs have slammed Legal & General over its &#34bizarre&#34 decision to credit score loans made against with-profit endowment policies.The move follows the life office&#39s transferral of the running of policy loans to its banking subsidiary.Policy loans enable policyholders to borrow a percentage of a plan&#39s surrender value. Loans are guaranteed as they are […]

DBS teaming up with Scottish Mutual for nursery stakeholder

DBS is teaming up with Scottish Mutual to offer a &#34stakeholder friendly&#34 group personal pension scheme for nursery staff.DBS, which boasts 1,800 member firms and 2,750 RIs, believes the nursery sector, which has average earnings in the range of £8,000 to £15,000 a year and a predominantly female workforce, is an ideal market for stakeholder […]

Pensions - thumbnail

Preparing for the changes to the pensions market

As more and more providers start to reveal their stance on the charge cap and removal of commission and active member discount pricing, we thought it would be worthwhile to look at what these are, and the steps businesses should be taking to prepare for this.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers. Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm