‘Consolidator consolidation is inevitable’: Advice firms in 2024
Dec 19, 2024 · Lois Vallely – Illustration by Dan Murrell. Advice firms have had a lot to contend with in 2024: a deluge of regulation, a change of government leading to uncertainty over …
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M&G to exit platform market - Money Marketing
Sep 4, 2024 · M&G has confirmed it will exit the platform market as part of its simplification plans, it said in its half-year results today (4 September). In May 2020, M&G announced plans to buy …
True Potential hires new CEO from Tesco Bank | Money Marketing
Oct 7, 2024 · True Potential has announced Tesco Bank CEO Gerry Mallon as its new chief executive officer. He will replace the platform investment firm's co-founder and CEO Daniel …
Rachel Reeves announces 40% relief on business rates
Oct 30, 2024 · Chancellor Rachel Reeves has announced a 40% relief on business rates for the retail, hospitality and leisure industry in 2025/26, up to a cap of £110,000 per business.
Old Mutual Wealth platform rebrands to Quilter - Money Marketing
Jun 14, 2021 · Steven Levin chief executive of the Quilter platform and Quilter Investors said: “The rebranding of Old Mutual Wealth to Quilter means all our businesses now harness the …
ReAssure most complained about life & pensions firm
Apr 13, 2022 · The Financial Ombudsman Service (FOS) received 326 new complaints against ReAssure between 1 July 2021 and 31 December 2021. As a result, ReAssure is the most …
Guardian sets out adviser strategy for 2025 | Money Marketing
Oct 21, 2024 · Protection challenger Guardian has outlined its adviser strategy for 2025. It includes “deepening quality relationships” with advisers and firms alike to deliver good …
Schroders - Money Marketing
Get in touch. To find out more about Schroder Investment Solutions, just visit our website, contact your usual Schroders representative or call our Business Development Desk on 0207 658 …
SJP scraps exit charges as part of fee structure overhaul
Oct 17, 2023 · St James’s Place (SJP) has today (17 October) announced changes to its charging structures, including removing early withdrawal charges for new investment bonds and pensions.