Adviser consolidator Succession has bought Caledonia Financial Planning for £2.5m, adding £150m of funds to its books.
The acquisition marks Succession's 24th adviser buyout, bringing it towards the halfway mark of its growth strategy. Hamilton-based Caledonia began working with Succession in 2013. Over the three...
The increase in minimum AE contributions has had little impact on opt-out rates - with cessations after April increasing by less than two percentage points, data from The Pensions Regulator (TPR) shows.
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