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James Hay set to buy Nucleus for £145m
Private equity-owned platform James Hay is to buy rival Nucleus Financial for £145m in an all-cash deal announced today.
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Rowanmoor owner appoints platform head
Rowanmoor owner the Embark Group has appointed Sara Wilson as its new head of platform proposition after she recently transferred from Alliance Trust Savings (ATS).
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Mattioli Woods buys Planner firm for £2.3m
Wealth manager and SIPP provider Mattioli Woods has bought London-based Financial Planner Montagu Limited in a deal worth up to £2.34m.
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Pension freedoms over-taxation nears £700m
Pension savers have reclaimed £693m in overpaid pension tax since pension freedoms were introduced in April 2015.
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Embark launches Investment Pathways tool
Retirement solutions and platform provider Embark has launched an Investment Pathways tool to help non-advised customers move their pensions into income drawdown.
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