United Kingdom
Investment | 2 May 24
Evenlode Investment achieves B Corp™️ status
Its employee ownership structure was an important driver behind its highest score in the workers section of the assessment
Investment | 2 May 24
Dynamic Planner boosts DFM model portfolio research capabilities
Past performance for over 900 DFM MPS solutions currently risk profiled has been added
Financial planning | 2 May 24
HSBC Life UK launches inheritance tax calculator for advisers
Advisers can select a range of options including current IHT liabilities for clients and future liabilities based on increased asset values
Canaccord Genuity WM names David Muncaster for newly-created international distribution role
He will cover UK distribution, Guernsey, Jersey, and the Isle of Man and oversee the international sales in Europe, Middle East, and Asia.
Retirement | 1 May 24
Pension Scam Industry Group launches consultation to determine its future
The consultation from 1 May to 31 July 2024 is aimed at pension trustees, advisers and administrators as well anyone else with an interest