News

‘Contingency plan’ to replace Rowanmoor Trustees in place

This is expected to increase due to Consumer Duty

Paul Maynard believes programme will ‘fundamentally change’ retirement

'Some advisers not doing the basics and listening'

Comes after it did not fulfil its duties as a trustee of a SSAS scheme

Majority of advisers that see this have client portfolios less than £100,000

A total of 11 new model portfolio solutions added to adviser platform

Wealth manager says its ‘change of approach looks to be paying off’

The Liverpool DFM entered special administration in October 2023

Research finds it is due to a lack of understanding and confidence