intelliflo partners Estgro for new estate planning tool

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

M&A Deals | 28 Oct 24

The deal expands Alltrust’s pension administration services to over 11,000 members

Retirement