Business and Development
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Scottish Friendly reports new business sales of £51.1m as the highest in its 162-year history
Leading financial mutual, Scottish Friendly, has reported record-breaking sales of £51.1m APE for 2023, up from £47.7m in 2022 despite significant market and…
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Pollen Street Capital acquisition of Mattioli Woods approved by over 95% of shareholders
Mattioli Woods plc the specialist wealth and asset management business has announced that it has received shareholder approval for its acquisition by Pollen…
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Financial services under scrutiny as clock ticks on new sexual harassment prevention laws
Financial services firms now have just six months to prepare for new sexual harassment prevention laws being introduced in The Worker Protection…
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Broadstone partners with Clara Pensions as Third-Party Administrator
Broadstone is pleased to announce that it has been selected to partner with Clara Pensions (Clara) as a Third-Party Administrator. Following an extensive period of…
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Tenet appoints new Chief Executive Officer
Tenet Group announces that after 13 years with the business, Helen Ball will be standing down as Chief Executive Officer and the…
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Isio appoints Covenant Solutions Director
Isio has welcomed Matthew Cooper as a Director in the Covenant Solutions Team. Matthew joins Isio’s Edinburgh office and will lead Covenant…
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Benefits Guru announces Financial Wellness Ratings for Workplace Pension Providers
Benefits Guru today announces its annual Financial Wellness Ratings, benchmarking Workplace Pension providers in categories with and without Open Finance. Six providers have been…
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Advisers are the frontline in tackling gender pension gap
By Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) Recent years have rightly seen a greater emphasis on tackling the gender pay…
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We are all economists…the BoE crash course
On an exploration for wider reading, IFA Magazine’s Senior Financial Journalist, Jenny Hunter, finds a surprisingly useful crash course in economics published…
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SMART Client objectives – The foundation of planning and advice with Sparrow Solutions
How do we make sure the planning and advice we give our clients is right for them? This is the question Caroline Stuart…
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