Provider’s platform net flows up by 104% to £4.3bn
Historic ongoing service evidence review continues
Upgraded MPS for IFAs set for 2025 launch
Lifeboat fund aware that customers had purchased investments from insurance broker
Deal first announced last September
Provider ‘gaining traction’ on targeting the top 500 advice firms
Advice firm entered liquidation in 2023
Promised client that investments would repay mortgage by 2025
Plans to double AUM by 2029
Recognises that ‘talent comes from all backgrounds’