Business & Development
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Just Group announces £32m buy-in with Air France (UK) Pension Scheme
Just Group has completed a buy-in transaction for the Trustees of the Air France (UK) Pension Scheme (“the Scheme”), covering approximately £32m…
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Defaqto releases integration with Plannr’s CRM system
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has announced its integration with new fintech challenger Plannr is…
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Evelyn Partners expands into Tunbridge Wells with the acquisition of Creaseys Group Limited
Deal will expand the firm’s professional services presence in the South East of England Evelyn Partners, the leading wealth management and professional…
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Courtiers acquires Brunswick Investment Management
Wealth management firm Courtiers has purchased Norwich-based Brunswick Investment Management. The deal completed on 1 November brings in £105m in client funds…
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Cazenove Capital sets out a comprehensive climate strategy in its pioneering Climate Transition Action Plan
Cazenove Capital, the leading wealth management arm of Schroders, published its Climate Transition Action Plan today. We are one of the first UK wealth…
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Planning for care costs and the challenge of CHC – legal expert shares the detail advisers need to know
With an ageing population and the increase in care costs, planning for future care is a real hassle for many high net…
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Cooper Parry Wealth Teams Up With Chamberlyns
Cooper Parry Wealth (CPW) has welcomed financial planning firm, Chamberlyns, to its team in latest deal. The move takes CPW to over…
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What next for independent school pension provision?
The Government has announced that the employer contribution rate of the Teachers’ Pension Scheme (TPS) will rise from 23.6 per cent to…
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Aegon celebrates three-year anniversary of its Risk-Managed Portfolios
July marked the three-year anniversary of the Aegon UK Risk-Managed Portfolios, a suite of six multi-asset funds that aim to cater from the…
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Community of female financial experts, Independent Women, expands nationwide
Independent Women; founded by Lesley Mackintosh in 1997; has expanded to provide specialist wealth management advice and empower more women to take…
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