Expects £1bn net inflow target to be delivered in 2027
Defaqto identifies gap between top two and rest of market
Group highlights service improvements and SIPP launch
Clients have been made aware
‘Progress in delivering better service and the previously announced repricing’
'Bringing pensions into the IHT net marks a structural change in how wealth is transferred'
Advice unit’s net assets stood at £15.56m
Firms said the partnership will solve operational delays
‘It was never going to be easy’
Part of provider’s plan to simplify business