United Kingdom
Sipp sales surged as lockdowns were lifted
They have become the ‘most popular product among retail retirement savers’
PE firm eyes majority stake in Dynamic Planner
Deal is reportedly valued at £27m
FNZ invests in cash management and savings fintech
It is ‘more important than ever for the wealth industry to be focused on delivering great consumer outcomes’
Europe-based advisers expect 10% annual growth over next 3 years
Most believe success will depend on their ability to build relationships with next generation
PEOPLE MOVES: Jupiter, Sun Life, HSBC
Fund manager CEO retires, while insurer names Hong Kong general manager for life and health