Wealth manager St James’s Place has launched a 'Care Concierge' service to help clients find and fund long term care.

Wealth manager and SIPP provider Mattioli Woods has acquired a private equity firm and a major Financial Planning business in a £110m deal.

Investment firm and platform provider Parmenion has joined the growing list of investment managers who have removed VAT from their Managed Portfolio Services (MPS).

Defined benefit pension (DB transfer) activity feel to the lowest level since September 2020 in April but red flag cases rose to a three-month high.

The take up of Pension Wise appointments remains stubbornly low and the FCA’s recent paper “The stronger nudge to pensions guidance” is the latest in a line of initiatives designed to increase take-up.