Industry
Financial planning | 7 Aug 24
Total pensions overtaxation bill approaches £1.3bn as average UK reclaims soar
UK savers reclaimed £57m in overtaxation on pension withdrawals in April, May and June 2024
Fidelity International signs deal with ASX-listed Bravura to acquire tech licence for £29m
A small number of Bravura’s team who are already supporting Fidelity in India and the UK will transfer to Fidelity over next twelve months
HSBC Life UK names Richard Waters as head of protection distribution
He brings more than 30 years’ experience to his new role
Utmost International receives ‘notable upgrade’ to A (Superior) ratings from AKG
The Utmost International business has demonstrated ‘significant momentum’ in scale and strength
Rathbones Group goes live with Iress’ Xplan
Xplan will also be the financial planning platform of choice for Rathbones’ upcoming integration with Investec Wealth & Investment