‘The 31st July milestone is the beginning, not the end’
This highlights a ‘huge' problem likely to be costing retirees thousands
The FCA has tightened transfer rules significantly in recent years
A revised scheme will apply from 1 November 2023
169 advisers graduated from SJP’s academy with 346 now enrolled
The firm reported 'positive progress' in its wealth management segment
Three quarters of advised adults use an IFA from a financial advice firm
The community were twice as likely to disagree that they have confidence
The platform wishes to ‘leverage the work already done in house’ instead
The firm acquires MacDonald Partnership and Hart Wealth