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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 Royal London ...
Bristol-based advice firm Clifton receives private-equity backing
Oct 29, 2024 · Wealth management firm Clifton Asset Management has received investment from private equity-backed CBPE Capital. CBPE is partnering with Clifton’s management team, led by CEO Neil Greenaway ...
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 complained against firm in the ...
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.
As government plans Budget tax raids, remember AIM is more …
Sep 20, 2024 · Most importantly, though, investing in AIM should not be considered solely as an IHT play. It remains an exciting and intriguing investment opportunity, particularly for clients with longer time ...
Royal London named ‘most-recommended’ pension provider
Feb 14, 2024 · “The number of products being recommended has jumped from 3.2 to 3.84 on average, or 3.6 if you discount workplace recommendations that have been newly added to the list this year.
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 strength of the Quilter ...
WTW acquires 25% minority stake in Atomos | Money Marketing
Oct 3, 2024 · WTW has acquired a 25% minority stake in Atomos following a successful strategic alliance. The minority stake includes a £20m equity injection to drive the wealth manager’s organic growth strategy.
Quilter Cheviot launches investment proposal tool for advisers
Dec 3, 2024 · Quilter Cheviot has launched an investment proposal tool to help advisers promote and implement its on-platform model portfolio service (MPS) investment proposition to clients. The tool will use a ...