United Kingdom
II Leadership Summit 2024 – Meet the Speakers – Mark Belcher, Zurich Integrated Benefits
We take closer look at Mark Belcher, Zurich Integrated Benefits, ahead of our II Leadership Summit 2024 which is set to be premiered on II and IA on Thursday October 17 at 3pm UK time
Retirement | 9 Oct 24
Industry reacts amid report UK pension tax free lump sum may be cut
It was reported that government officials had asked one of UK’s biggest pension providers to review impact of such a move
Brooks Macdonald Group to acquire UK chartered financial planner LIFT for £45m
As at 31 December 2023, assets under advice were c. £1.6bn
UK financial planner Clarion WP bought by management team after nearly 40 years
Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice
People Moves | 7 Oct 24
Former Intrinsic founder and Allied Dunbar chair Sandy Leitch passes away
He was a ‘true pioneer’ in financial services