Prestbury is looking for acquisitions and is in talks with a number of mortgage networks with deals set to be announced by October. It says it completed a record 130m worth of new mortgage business in July.
Matt Davis discovers that Hargreaves Lansdown’s senior investment analyst wants to make the Government an offer it can’t refuse to help close the savings and pension gaps and start to educate consumers on the benefits of financial services
Legal & General has been appointed to Park Row’s mortgage protection panel, bringing the total number of product providers on the panel to 12. L&G previously missed out on gaining a place due to concerns from Park Row on its service proposition that have since been rectified.
This week Emma Lunn, freelance finance journalist
IFA Promotion’s latest press campaign shrieks: “UK employees will miss out on a staggering 285m of tax breaks this year by failing to take advantage of employee share schemes.” While IFAP clearly does a lot of good work in selling the virtues of independent advice, the Diary thinks that blanket promotion of employee share schemes […]
This week’s Budget looked as if it would be a difficult one for the Chancellor, with disappointing economic numbers and the need to avoid ruffling feathers ahead of June’s in/out referendum. Nevertheless, Mr Osborne did spring a few surprises, including some tax reductions. So how does this budget affect you? If you are – or […]
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OMGI chief executive and star fund manager Richard Buxton is set to lead a management buyout of the single-strategy funds division of Old Mutual Wealth with the backing of TA Associates. The £550m deal is set to be announced before Christmas, Sky News reports. The buyout is part of Old Mutual’s managed separation, which is […]
Recently regulatory changes have led to a much greater focus being placed on everything the end client pays. For asset managers, there has been a greater focus on a fund’s AMC and ongoing charges figure. This has helped passive funds gain significant inflows over the last couple of years and generally they are much cheaper […]
Making sure you have the appropriate records to support the conclusion in a short time frame is vital