Selectapension
Best Practice | 27 Nov 18
Far fewer women than men seek financial advice
Only 24% of reports produced by Selectapension were for women, compared to 76% for men
PEOPLE MOVES: VAM, StanChart, Sanlam
Vam’s new group development director comes with strong Zurich credentials, while Standard Chartered has rejigged its management team after a member announced her retirement and Sanlam UK has added a portfolio manager to its London office.
PEOPLE MOVES: Lombard Odier, Tilney, Rathbones
Lombard Odier makes two strategic appoints to its Germany and Austria team, Tilney names a business development manager and Rathbones pulls its new equity analyst from Fidelity International.
Retirement | 26 Jul 17
SimplyBiz launches DB pension transfer bureau
Financial adviser support firm The SimplyBiz Group has launched a defined benefit (DB) pension transfer service for advisers who need specialist guidance.
Retirement | 6 Jul 17
Selectapension suspends Qrops transfer service after FCA audit
A UK firm which writes third party Qrops transfer reports has suspended its defined benefit pension transfer business following an FCA audit.