Inadequate due diligence
Rishi Sunak has plans to freeze the lifetime allowance for the rest of the current parliament in a "stealth tax" on the wealthy, according to The Times.
Made 12 acquisitions in 2020
Developments on 2018 deal
Shortlist of seven
General meeting on 1 March
Nucleus will eventually re-platform
Firms who want to sign up to the Chartered Insurance Institute's Aspire apprenticeship programme will now have to meet a diversity and inclusion requirement.
Platform market assets under administration grew by 7.6% in the last quarter of 2020 to turn it into a relatively successful year for the sector, according to the latest data from Fundscape.
Wants regulators, govt, industry to work together
Spent 30 years at Lloyds
Fundamental changes needed
Made an offer last year
Execs sought further reassurances
From 1 January
South West-based firm
Six in top 10 UK equity-focused
'Reduce operational friction'
Number of advised clients up 33%
'Better balance between fee and interest income'
20 advisers and £800m AUM
'Clear vision for the group'
Standard Life Aberdeen's financial advice business 1825 has made changes to its leadership team that will see joint-leaders take charge of its financial planning and advice teams.
The amount of equity withdrawn from homes has rebounded after a slump during the coronavirus lockdown but remains slightly down year-on-year.
Replacement yet to be found
Taken more than 500 first class wickets
On 15 December
Levies up more than 100% in five years
2,000 advice firms to shift platform
Reportedly valued at £500m+
Advisers need to respond to FCA
Professional financial advice delivers much more than financial benefits, according to Royal London, which has released research suggesting those who take advice feel more confident and financially resilient.
'Received interest from 100 firms'
'Until absolutely safe'
Residence Nil Rate Band
'Expensive' and 'untrustworthy'
‘Ensure vulnerability is taken seriously’
Almost 90% of advisers would continue to provide some form of remote advice as an option to clients as the country progresses out of lockdown, according to a survey of Quilter’s advice business.