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Succession picks duo

Succession Advisory Services has selected Quilter to manage a range of discretionary managed portfolios and Vestra Wealth as a core provider on investment matrix offering a range of five risk-graded model portfolios.



AMCs of up to 9% on occupational schemes

Some employers and scheme members are being hit with charges of up to 9 per cent on occupational plans, a Department for Work and Pensions report reveals. The report on charging levels and structures in money-purchase schemes, published last week, shows that two trust-based occupational schemes have AMCs of between 5 per cent and 9 […]

Damian Keeling

By the buy

What consolidators are looking for in IFA businesses


Recipe for disaster

Advisers and clients ignore protection at their peril says PruProtect’s Deepak Jobanputra.

Investment clock economic update

In the latest Investment Clock economic update, Ian Kernohan, Senior Economist at Royal London Asset Management, discusses the implications of the US Federal Reserve’s recent hike in interest rates and upcoming French presidential election. The value of investments and the income from them is not guaranteed and may go down as well as up and […]


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