WBR Group expands in SSAS sector with acquisition of Brunel Trustees

M&A Deals | 12 Nov 24

The deal adds 200 SSAS schemes to WBR Group and £300 million of assets under administration

By bridging financial and legal services, ‘we enable advisers to deliver holistic financial advice’

The precise rules as to how this will work remain subject to confirmation

132 customers continued to pay Vintage for ongoing advice after being ‘wrongly advised’ to transfer

Europe | 30 Oct 24

This change has been implemented with immediate effect as from 30 October 2024

Retirement