Capital One has entered the equity-release sector.The credit card and secured loan company has signed a deal with In Retirement Services which will see it pass cases on to the equity-release specialist.It will not aggressively promote the service during the initial stages of the deal but that could change in the future. Instead, Capital One […]
HSBC has joined forces with Standard Life to launch a new Sipp proposition designed to enhance the bank’s current pension portfolio and bridge the gap between its stakeholder pension and SSAS/SIPP Practice.
Tenet has partnered with mortgage network the Mortgage Advice Bureau on a wealth and equity release offering. MAB plans to use the financial advice network’s business development support to grow beyond its 14 wealth advisers. It is understood MAB chose Tenet as a partner because it allows firms to give equity release advice. MAB wealth […]
Planning and training are key if you want your advisers to buy your business when the time comes to stand back The past few years have seen an increase in the number of advice firm owners who, when the time comes, want to consider a sale to their employees as an option in addition to […]
The private equity owners of platform technology firm FNZ are reportedly eyeing a £2bn sale of the company. FNZ powers the Zurich, Standard Life Wrap, Elevate, Embark and Aviva platforms. Quilter is currently replatforming the Old Mutual Wealth platform from DST technology to FNZ. According to Sky News, FNZ’s two private equity backers General Atlantic […]