United Kingdom
Best Practice | 20 Apr 22
72% of Brits never completed a ‘pension Will’
Expression of wish is a ‘valuable piece of evidence’ for trustees establishing the right beneficiaries
AJ Bell low-cost investment app goes live
Firm has ‘focused on removing jargon, making it quick and easy to open an account’
Asset manager buys 50% stake in DFM for £7m
Deal adds £800m in assets under management
6% rise in AuMA for Quilter
But invasion of Ukraine had an impact on the firm’s Q1 results
Moneyhub partners with tech firm to ‘automate’ financial planning
It is a ‘big leap forward from other money management apps on the market’