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Carey Pensions bought by rival as court case looms

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.
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Punter Southall Aspire buys Chartered Financial Planner

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.
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Chartered Financial Planner gains later life accreditation 

A Yorkshire-based Chartered Financial Planner has gained Later Life Adviser Accreditation from the Society of Later Life Advisers (SOLLA).
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Xafinity SIPP grows but warns sector is standing on a 'precipice'

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.”
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Pension transfer advisers will need specialist qualification from 2020

The Financial Conduct Authority has today published final rules and guidance from its consultation on improving the quality of pension transfer advice.
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  1. Profession welcomes McVey’s backing for pensions dashboard
  2. CISI conference hears expert lessons from BSPS debacle
  3. FCA fines Tesco Bank £16.4m over cyber failures
  4. Boylan takes helm at FundsNetwork as Shea retires

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Features Article Count:  4

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