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Pension savings-2015
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SimplyBiz signs another DB transfer deal after outsourced adviser exits

Support service provider SimplyBiz has signed a third new deal for defined benefit transfer advice work after its original partner pulled out of the marketplace. In an email to members seen by Money Marketing, compliance director Gary Kershaw apologises for any inconvenience caused by Crowborough-based advice firm CFPML’s decision to exit the DB transfer marketplace. […]

Former Axa Wealth boss Kellard joins Brewin Dolphin board

Former AXA Wealth chief executive Mike Kellard is to take up a non-executive role at Brewin Dolphin, a year after his departure  from AXA Wealth. As revealed by Money Marketing, Kellard left Axa in October a year ago as parts of the business were sold off. Deals included the acquisition of Axa’s Elevate platform by […]

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Gina Miller-led manager launches new Sipp as it reforms fees

SCM Direct has tweaked the fees on its digital offering in response to the upcoming Mifid II rules as it launches a new Sipp account. The company, headed by prominent anti-Brexit campaigner Gina Miller and her husband Alan, claims the changes to the platform will make it one of the cheapest digital wealth managers in […]

Thesis starts acquisition push with Cambridge Fund Managers

Thesis Asset Management has acquired discretionary fund manager Cambridge Fund Managers as it targets small firms that are most exposed to regulatory pressures. Thesis, which has £13.6bn of funds under management and administration, will bring £30m assets to the business and 80 clients from the acquisition. The deal is expected to complete on 31 December. The […]

Investment

Monitoring your managers and the importance of mandates

The Prudential Portfolio Management Group (PPMG), Manager Oversight team has created a rigorous set of procedures to underpin the ongoing monitoring and management of the various underlying investments within the PruFund proposition. Adrian Gaspar explores. The primary role of the team is to ensure the continued suitability of underlying managers. They also assess whether the […]

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