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News

Group life Covid-related payouts total £125.7m for H1 2021

Group Protection

Group life Covid-related payouts total £125.7m for H1 2021

GRiD statistics

clock 01 September 2021 • 1 min read
Aegon joins with Edinburgh uni on financial wellbeing

Pensions

Aegon joins with Edinburgh uni on financial wellbeing

Savers who feel connected with their future selves are more likely to contribute to pensions

clock 31 August 2021 • 2 min read
Cazenove Capital bolsters regional offices with three adviser hires

Your profession

Cazenove Capital bolsters regional offices with three adviser hires

Three new advisers

clock 31 August 2021 • 2 min read
IFA develops trading algorithm with philanthropic twist

Your profession

IFA develops trading algorithm with philanthropic twist

Donated more than £1,000 to cancer charity

clock 31 August 2021 • 2 min read
Adviser to compensate client after LTA mix up

Regulation

Adviser to compensate client after LTA mix up

Firm disagreed with client responsibility exemption

clock 31 August 2021 • 3 min read
Pictet Wealth Management appoints Robert Suss as UK CEO

Investment

Pictet Wealth Management appoints Robert Suss as UK CEO

Heinrich Adami retires

clock 31 August 2021 • 1 min read
Tavistock Wealth to be renamed as sale to Titan Wealth completes

Investment

Tavistock Wealth to be renamed as sale to Titan Wealth completes

John Leiper remains as CIO

clock 31 August 2021 • 1 min read
Ascot Lloyd acquires Aberdeen-based firm and posts £30m loss

Your profession

Ascot Lloyd acquires Aberdeen-based firm and posts £30m loss

Eight IFAs

clock 27 August 2021 • 2 min read
Government urged to make CDC schemes more accessible

Pensions

Government urged to make CDC schemes more accessible

LCP said the government must evolve the CDC criteria for multi-employer schemes

clock 27 August 2021 • 2 min read
Mattioli Woods acquires financial planning business for up to £1.8m

Your profession

Mattioli Woods acquires financial planning business for up to £1.8m

Payment in three instalments

clock 27 August 2021 • 2 min read
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