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Cross-border financial firm STM, the owner of London & Colonial, is to acquire the majority of rival SIPP firm Carey Pensions for £400,000 as Carey prepares to tackle a major SIPPs court case.
Punter Southall Aspire, the savings and workplace pensions business, has acquired JDP Financial Services, a firm of independent Chartered Financial Planners based in Bedford, for an undisclosed sum.
Xafinity SIPP Services has reported strong annual growth with assets under administration hitting £2bn but warns that the SIPPs sector is standing on a “precipice.”
A Yorkshire-based Chartered Financial Planner has gained Later Life Adviser Accreditation from the Society of Later Life Advisers (SOLLA).
The Financial Conduct Authority has today published final rules and guidance from its consultation on improving the quality of pension transfer advice.