Pensions and SIPP provider @sipp has promoted finance director Steve Lancaster to a newly-created role of chief operating officer role after he was one of the two people behind a management buy-out of the firm earlier this year.
The £432m private equity takeover of SIPPs and Financial Planning firm Mattioli Woods is set to complete in September following delays due to national security considerations.
Following the changes introduced in the 2023 Budget, there has been some focus on how the death benefit rules might change.
The Financial Services Compensation Scheme has opened an investigation into failed DFM and SSAS investment firm Central Markets Investment Management (CMIM) Limited.
Only 39% (two out of five) of high earners are on track for a ‘comfortable’ retirement, according to new data.
New research suggests that Individual Savings Accounts (ISAs) are at the heart of many people’s retirement savings plans.