White jigsaw puzzle on yellow background. Team business success partnership or teamwork.

Companies | 24 Nov 23

Royal London acquires later life lender

Building on its 40% stake in the company

People Moves: Canaccord Genuity, Evelyn Partners, UBS

Industry | 24 Nov 23

People Moves: Canaccord Genuity, Evelyn Partners, UBS

Professional services group appoints partner as wealth manager promotes employee to country head

A gold foil number 20 balloon is held high in the air by caucasian male hand. The image has been taken outdoors on a bright sunny day, the sky is blue with some clouds. A vintage style effects has been added to the image.

Industry | 23 Nov 23

Financial planner makes 20th acquisition

Adding £205m of AuM

Unhappy and disappointed customer giving low rating and negative feedback in survey, poll or questionnaire. Sad and dissatisfied man giving review about service quality. Bad user experience.

Companies | 23 Nov 23

91% of advisers say poor platform service impacts their day-to-day work

With one adviser stating they are ‘sick of useless service and systems’

Inheritance tax written under torn paper.

Companies | 22 Nov 23

Autumn Statement 2023: No IHT changes ‘missed opportunity’ for Chancellor

As rumours circulated of potential cuts to the increasingly complex tax