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Transact splits CEO role in two as Taylor steps down
Transact chief executive Ian Taylor is to step down as CEO in March after 20 years with the group and will be replaced by two new CEOs.
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Clients most want help in achieving long-term financial goals
What clients most want from advisers is help in achieving their overall financial goals and maximising investment returns is a secondary consideration, according to an adviser survey.
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John Moret: How the SIPP pioneers got scalped
As we approach the end of another decade I have been reflecting on a subject dear to my heart – the evolution of the SIPP market, writes John Moret.
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FSCS warns of £46m extra levy as 500 SIPP claims on the way
The Financial Services Compensation Scheme has warned that there is a ‘high risk’ of a supplementary £46m levy on advisers and providers in the coming due in part to rising pension and SIPP claims.
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Moret: 30 years on and SIPP's key issues still 'unresolved'
It may have escaped your notice but the end of February marks the 30th anniversary of the first SIPP being established.
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