Business and Development
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Two new executives join TPR Board
The Pensions Regulator (TPR) has announced a new Chief Operating Officer (COO) and permanent Executive Director of Digital, Data and Technology (DDaT)…
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TPR Corporate Plan offers welcome stability and continuity says Broadstone
The Pension Regulator’s Corporate Plan published this morning sets out its objectives for the next few years and identifies key challenges in…
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Flagstone International expands into the captive insurance market
Flagstone International (FIL) has expanded into the captive insurance sector by allowing clients of one of the sector’s leading firms access to its…
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Fidelity International appoints senior fixed income portfolio manager Mike Riddell
Fidelity International has bolstered its fixed income team with the hire of experienced portfolio manager, Mike Riddell. Mike will join Fidelity in…
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Marygold & Co announces completion of acquisition of UK investment adviser
Marygold & Co. (UK) Limited has announced completion of its acquisition of Step-By-Step Financial Planners Limited, (“SBS”) a UK based investment adviser. …
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Pension transfers times significantly improve, ahead of Pensions Dashboard staging dates, Origo Transfer Index data shows
Latest data from Origo shows that overall average pension transfer times have improved by 12.2% from January 23, reducing from 14 calendar…
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Dynamic Planner boosts DFM research capabilities
Dynamic Planner, the UK’s leading risk based financial planning system, has added a new level of granularity to researching and reviewing the performance…
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Benefits Guru announces Financial Wellness Ratings for Workplace Pension Providers for standalone Open Finance functionality
Benefits Guru today announces its fourth annual Financial Wellness Ratings benchmarking Workplace Pension providers that provide Open Finance technology in recognition of the growing opportunity and importance of…
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Quilter Financial Planning appoints senior relationship manager to enhance AR development
Quilter Financial Planning, the advice network, has announced the appointment of Joanne Bean as a senior relationship manager. She joins after spending…
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The most important sale for financial advisers…is themselves
More and more often, advisers are having to achieve the ultimate sale to clients, themselves. The rise in popularity of DIY investment…
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