IM has partnered with others in the wealth management industry to create the ‘UK Wealth Managers for Climate’ group to ...

Mattioli Woods Limited has acquired Stockport-based financial advisory and employee benefits business Cullen Wealth Limited ...

Quilter Cheviot has appointed Colin Rowe as head of advice. The business, which is the high-net-worth division of Quilter, ...

CIExpert has urged advisers to recommend two single plans for couples, instead of the industry-wide practice of joint policies. The protection specialist made the call today (4 November) as it ...

There was genuine fear over potential changes to pensions relief, capital gains tax and inheritance tax in the Budget. As it ...

It’s impossible to count the number of headlines written over the last few months declaring the 25% tax-free pension lump sum ...

Good morning and welcome to your Morning Briefing for Monday 4 November 2024. To get this in your inbox every morning click here. Cover story: Trade Body 2.0 – Does the platform sector need a new ...

National advice firm Foster Denovo has appointed Paul O’Leary to the newly created role of chief finance officer (CFO). O’Leary will be tasked with leading the next stage of the company’s growth ...

As the Platforms Association gets into gear, is this new trade body truly necessary? And will it succeed where others have ...

MainStreet Partners has appointed Sophie Meatyard as funds research director. Meatyard previously was at Abrdn where she was senior ESG investment analyst.

National Friendly has reduced and simplified the questions on its Income Protection (IP) application. The mutual said this ...

We did see a change in the taxation of death benefits and a small closure of a loophole for overseas transfers in the Budget, ...