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Low risk pension transfers being caught under new rules
Amber flags are being raised on potentially low-risk pension transfers due to a ‘weakness’ relating to overseas investments in the new rules, according to a new report.
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Only 1 in 10 Planners expect to retain assets on wealth transfer
Only 10% of Financial Planners are very confident they would retain assets under advice when wealth is transferred to clients’ family members, according to new research.
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Mattioli wealth arm acquires £80m Financial Planner
Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired £80m AUM Glasgow Financial Planner Ferguson Financial Management in a deal worth up to £1.2m.
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Abrdn set to launch Junior SIPP for wealth market
Abrdn is to launch a Junior SIPP product as part of its new family wealth planning offering for financial advisers.
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9 in 10 SIPP millionaires are male
Nine in ten SIPP millionaires are men, as the gender pension gap continues to bite, according to new research.
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