Restrictions will be lifted on how occupational defined benefit pension funds will be able to invest their surplus funds.

The letters of authority process is “a little outdated” for servicing protection clients, Health Protection Solutions ...

AssetCo will ask shareholders to vote on a share reorganisation and change of name. The firm wants to change its name to ...

More than 10,000 customers have used Reassured’s digital universal trust form to streamline policy applications.

Paragon Bank has launched a buy-to-let mortgage origination platform to speed up applications. The platform aims to deliver ...

The main measure of inflation in the UK, at 2.5 per cent in December, came in 10 basis points lower than both the previous ...

Special situations funds can be tricky to define. One popular school of thought holds that they consist of struggling, ...

Speculation that chancellor Rachel Reeves will announce plans to free up billions from defined benefit pension schemes has ...

Andrea Montague took over as chief executive of £17.9bn wealth management firm Brooks Macdonald in October 2024, but what ...

Bringing on wealth managers that reflect the next generation of clients is key for businesses in 2025, according to Gareth ...

Women are much less engaged than men when it comes to talking with their financial advisers, with 14 per cent not involved in ...

It is a myth that social media is only about lead generation and advisers should not underestimate the value of it, according ...