United Kingdom
People Moves | 25 Feb 25
Phoenix Group CEO Andy Briggs named ABI president
He takes over from Tim Bailey at Zurich who had been the president since 2023
Investment | 25 Feb 25
Marlborough appointed ACD for new Boolers funds
Boolers has around £1bn of assets under management
Tax & Regulation | 25 Feb 25
Triggering a chargeable lifetime transfer to reduce IHT?
It is essential to take full advantage of the various reliefs and exemptions still available
Pensions adviser XPS to buy Polaris in £58m deal
Polaris will be integrated into the current XPS Insurance Consulting team
Retirement | 24 Feb 25
Pension transfer times fall as volumes rise
In 2024, around half of all transfers completed in just under seven working days