Meg Bratley
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Partners Wealth Management acquires Navitage Capital Management
Partners Wealth Management (PWM) today announces its acquisition of Navigate Capital Management (NCM) which will now form part of the PWM brand.…
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Four in five UK businesses with DC schemes poised for major overhaul of employee pension provisions
A significant shift is on the horizon for defined contribution (DC) pension schemes in the UK, according to new research from LawDeb…
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Millions will see their PSA halved by 2028-29
In its latest fiscal risks and sustainability report, the Office for Budget Responsibility (OBR) has raised a significant alarm about the growing…
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62% of income protection claimants returned to work within 3 months of receiving support via a RedArc pilot
RedArc, the nurse-led support organisation, has successfully completed a new return-to-work pilot, achieving significant results in helping individual income protection (IP) policyholders…
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Evelyn Partners becomes official wealth management partner of Manchester City Women
Leading wealth manager Evelyn Partners, which is entrusted with over £62 billion of assets, has today announced a new global partnership with…
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Many unaware of their responsibilities as executor of a will
New research reveals that many are lacking in awareness of their responsibilities as executors of a will. An executor is someone who is named…
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Chase de Vere delivers strong performance in 2024, underpinned by exceptional client feedback
Chase de Vere, the national firm of Independent Financial Advisers, has produced its Annual Report & Financial Statements for the year ending…
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Finli completes 11th acquisition in under 4 months
The Finli Group, the national adviser with over £5bn in assets under advice, has brought on a further six advisory firms since…
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Top one-year bond sees biggest jump since August 2024
Short-term bonds have seen their biggest hike in 11 months, but longer-term bonds continue to offer greater returns despite stagnating. Moneyfactscompare.co.uk reveals the state…
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Cash ISA reforms must be considered carefully – Moneyfacts
Cash ISAs remain a vital tool for protecting savings from the taxman. But speculation around ISA reform has raised concerns that the…
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