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Hargreaves Lansdown hits landmark 2m clients
Investment platform and SIPP provider Hargreaves Lansdown has notched up its milestone 2 millionth client and has also seen record assets under management, according to its 2025 Annual Report.
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Failed SIPP firm clients updated ahead of legal judgment
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JPMorgan to replace Nutmeg with new investment platform
JPMorgan is to launch a retail wealth management and investment business with its own DIY investment platform next month.
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5 year gap between dream retirement age and expectation
While people dream about retiring at 62 they do not expect to be able to retire until they hit 67, according to new research.
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Sales of escalating annuities surge
Sales of escalating Guaranteed Income for Life annuities that have some inflation protection, accounted for a fifth of all sales in 2024/25 and have increased by 17% year-on-year.
SIPPs and SSAS firm expands with 4 senior hires
The company has hired James Bell and Oliver Bowler to its sales team and promoted Hannah Berns.
The new hires follow the recent appointment of Stephen McPhillips as technical sales director in December.
James Bell, has been appointed regional sales director (South West) and joins from Investec Structured Products where he had worked for almost 10 years.
Oliver Bowler has been appointed regional sales manager (Midlands) and joins from Day Cooper Day, prior to that he was at Liberty and Talbot and Muir and has more than 14 years’ experience.
Hannah Berns has been promoted to regional sales manager (South East).
She joined Dentons in 2016 and has been working in financial services since 2012, including time at the FCA.
Towards the end of the month Gemma Fearnehough will be joining as sales support and brings the sales and marketing team to a total of 11 people.
David Fox, director of sales & marketing said: “While some SIPP and SSAS providers are stagnating, we are continuing to see growth and to ensure that advisers and their clients continue to receive high levels of administration and technical support, our sales team is being expanded.
“James and Oliver are well known by the adviser community and are an excellent addition to the team covering the south west and Midlands.
“We are also really pleased to promote Hannah to regional sales manager covering the South East.
“Hannah has had a meteoric rise at Dentons and it is good to see home grown talent succeed so quickly.
“We expect that 2019 will continue to be a good year for the SIPP and SSAS market as advisers look to partner with well run and well capitalised businesses that are investing in systems and people.
“Our technical expertise, depth of experience and independence make us a leading provider and administrator in the sector.”