Retirement
Financial planning | 13 Feb 25
Standard Life’s book of SSAS business sold to WBR Group
It consists of 270 schemes with 246 properties and £403m in AUA
Global pensions assets reach record $58.5trn
Australia could become second largest pension market by 2030
SSAS and tax adviser WBR Group acquires actuarial consultancy firm
Censeo will be rebranded as WBR Actuarial Limited on 1 April 2025
Overseas Trust & Pension partners with FEIFA
The relationship with FEIFA will be headed up by Rex Cowley, a director at OTAP
Financial planning | 29 Jan 25
P1 Investment Services launches ‘all-in-one’ client-adviser portal
To streamline back-office functions, reduce difficulties of integrating different technology