Financial planning
Financial planning | 10 Feb 25
Shackleton adds £300m AUM with acquisition of financial planner
It brings the number of deals completed to a total of 16 since Sovereign invested in it
Financial planning | 7 Feb 25
70% of people would prefer to save a surprise bonus than spend the money
Top preference for the bonus was putting it into a bank savings account
SJP partners with Dynamic Planner to provide client risk profiling ‘at scale’
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers
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
Financial planning | 16 Jan 25
Probate delays surge could be ‘exacerbated’ by pension IHT rule change
Number of probate cases taking over a year to be granted has risen by 134% over the last three years