Male and female student using a microscope in stem class.
A taskforce set up by the Personal Finance Society is to publish a code of professional standards for pensions advice. The taskforce is led by PFS chief executive Keith Richards. The members of the taskforce are former pensions minister and Royal London policy director Steve Webb, consultant and former FCA technical specialist Rory Percival, Pensions […]
National IFA Mattioli Woods has pulled out of the defined benefit transfer market following a review. In a trading update, the wealth manager says that following a review it has decided to withdraw from the DB transfer market due to rising costs and increasing regulation. The update says: “Following consideration of the increasing costs of professional […]
Tilney has invested more than £15m in its new platform as it eyes further acquisitions. The wealth management group released its 2017 results today, reporting a 68 per cent increase in revenue to £226.5m. Tilney chief executive Chris Woodhouse calls the platform, which is expected to be completed soon, a “strategically important project”. The results […]
Smith & Williamson is still committed to its public listing but says any plans are dependent on future market conditions. The group is still planning to float no earlier than the second half of 2019. Smith & Williamson co-chief executive Kevin Stopps says: “The decision whether we do the IPO can only be taken at the […]
Helen O’Hagan, Technical Manager at Prudential looks at loan trusts – helping to make the trust journey simpler and less complex. W – why use a loan trust H – how to use a loan trust A – access for the settlor and beneficiaries T – taxation of the trust WHY use a loan trust? […]
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