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Mattioli Woods, the wealth management and SIPP provider, has reported full year revenue up 16.2% to £58.7m with pre-tax profit rising by 27.3% to £9.8m compared to 2017.
A survey of around 400 financial advisers has found “huge variations” in the way firms carry out an initial ‘triage’ process when clients ask about pension transfers.
IFG’s James Hay Sipp and platform business had a good half year with ‘robust’ performance.
A document, released under freedom of information laws, has shown The Pensions Regulator has called on pension schemes to cut transfer values.
Rowanmoor Executive Pensions has revealed a 214% increase in profitability and a 7% increase in client numbers, according to its latest figures.