Companies
Pension consolidation and tech to drive Sipp market expansion
‘More needs to go online and happen digitally as people want instant information’
Schroder’s Benchmark Capital buys wealth firm
It will take client assets to £2.1bn, with more deals in the pipeline
Quilter Cheviot to set up financial planning arm in Ireland
‘Clients are looking for a modern-day wealth management offering’
Tavistock acquires IFA group for £3.7m
Deal adds around £500m in assets under advice
HMRC refunds £835m in overpaid tax on pension withdrawals
But advisory firm believes total is likely to be in ‘excess of £1bn’