Steve Webb: Here’s where to expect pension reform under Labour
WEBJul 29, 2024 · Steve Webb is a partner at consultants LCP and was pensions minister from 2010-15. Providers and advisers are already reporting people bringing forward plans to take their tax-free lump sum now ...
Wren Sterling adds £250m in AUM with third acquisition this year
WEBOct 6, 2022 · Wren Sterling Group has announced today (6 October) the acquisition of chartered firm HB&O Financial Services. This is Wren Sterling’s third acquisition since its secondary management buyout by ...
Mark Dampier: Why I still believe in best-buy lists
WEBFeb 11, 2021 · In an exclusive interview with Money Marketing, former research director at Hargreaves Lansdown Mark Dampier gives his views on retirement, the future and why the Wealth 50 is still important.
James Hay and Nucleus: The story has only just begun
WEBFeb 9, 2021 · Market watchers will be eyeing up the future of Nucleus and James Hay closely to see if replatfoming projects really can provide a smoother transition than history has suggested. James Hay will ...
Hubwise AUM grows to £20bn post acquisition boon - Money …
WEBOct 21, 2022 · The B2B investment platform, now officially known as SS&C Hubwise, will see AUM rise sixfold from £3bn in 2021 to over £20bn this year. In March, SS&C Technologies Holdings completed the Hubwise ...
FCA announces final SDR rules to tackle greenwashing
WEBNov 28, 2023 · The long-awaited publication of the Sustainability Disclosure Requirements (SDR) consultation policy statement has finally been released by the Financial Conduct Authority (FCA), with four labels ...
Old Mutual Wealth platform rebrands to Quilter - Money Marketing
WEBJun 14, 2021 · The rebranding is a result of Quilter plc separating from Old Mutual plc in June 2018 and listing on the London and Johannesburg stock exchanges. The Quilter investment platform, which has been ...
Benchmark Capital makes first acquisition of 2022
WEBJan 17, 2022 · Benchmark Capital, part of the Schroders Group, has expanded its footprint in the UK with the completion of the acquisition of the remaining interest in Redbourne Wealth Management. This completes ...
SJP scraps exit charges as part of fee structure overhaul
WEBLois Vallely 17 October 2023. St James’s Place will remove its controversial exit fees as part of an extensive overhaul of its charging structure. The move appears to have been prompted by the ...
Aegon UK flags up master trust business in results
WEBFeb 9, 2023 · Aegon UK’s operating profit increased by 11% from 2021 to 2022 with its master trust business doing particularly well. The operating profit for 2022 was £175m compared to £158m in 2021.
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