United Kingdom
Snowballing pension charges could cost up to £40,000
Making the wrong choice early on can have massive implications for a client’s retirement pot
PEOPLE MOVES: NAB, Wealth Wizards, Nedbank Private Wealth
Former RBS chief moves to Australian bank, while digital advice firm makes C-suite hire
UK asset manager to enter financial planning market
Yorkshire firm aims to double its clients base
Best Practice | 18 Jul 19
CII helps roll out master’s degree in insurance and risk
It develops core skills in the sector alongside an understanding of the ‘contemporary business environment’
UK software provider snapped up by global fintech firm
Brooks Macdonald, Charles Stanley, Quilter and AJ Bell among its clients