- Managers of Wealth - Europe - Wealth, private banking and asset management news and opinion

Mattioli Woods halts pension transfer service

While this review is in progress, the firm has taken the decision to cease providing advice in relation to the transfer of safeguarded benefits, it said.

Platforms best equipped to win retirement race

It is one of three studies that forms part of a report into pension freedoms.

Income a pressing need for ageing Asia, says German fund manager

Fresh from an initial public listing in March

UK pension lifeboat fund makes two senior appointments

The PPF’s previous most senior dedicated ESG hire, Leanne Clements, left in the autumn of 2016.

Pension freedoms blind spot putting 1.7m retirees at risk of a ‘later-life financial crisis’

More than 1.7million retirees could be affected by 2025 at a time when the Alzheimer’s Society estimates more than a million Britons will be living with dementia

Investing app enters Sipp market

The pension product, however, will only accept transfers from defined contribution schemes.

Old Mutual's Greer on how pension freedoms changed advice

He said 47 per cent were also looking at their options but did not understand pension freedoms, and had not engaged with this.

7IM to buy Edinburgh-based asset manager

Both firms have a shared multi asset investment approach and aligned investment philosophies.

7IM enters SIPP marketplace

Annual fees, where payable, are charged annually in advance, all other fees are charged at the time of the transaction.

Pensions watchdog to beef up workforce in wake of recent scandals

The plan also delivers a significant increase in resources to protect pension savers.

One in five UK adults have lost track of a pension

One place to start when trying to track down missing pension is the UK Government’s Pensions Tracing Service

Third of retirees relying on drawdown are first-time investors

The research also reveals that one in ten (10%) UK adults not getting advice rely on search engines to help them navigate the complexities of drawdown, while one in five (20%)

Europe's Pension Problem Spurs Return of Veteran Investors

Besides Cowdery's fund, the newly formed European Insurance Consolidation Group is also looking for life insurance deals while pensions veteran Edi Truell and fund Clara Pensions both plan to take on defined benefit schemes from British firms.

Retirement specialist acquired by harwood wealth management

P65 will be integrated into Harwood Wealth Management Group's subsidiary, Compass Wealth Management Consultants.

RBS to pay £3.5bn into pension scheme ahead of UK ringfencing

RBS has signed a memorandum of understanding with the trustees of its pension scheme

Investment consultants market investigation

The CMA is investigating the supply and acquisition of investment consultancy and fiduciary management services in the UK.

Novia bucks trend with pension transfer value charge

But Novia has decided to continue offering the service, instead charging £75 plus VAT, effective from Friday 6 April.

FCA pension transfer tool clampdown claims more scalps

Last Monday (26 March), the regulator published a policy statement on pension transfer advice stating it was now of the view it was "unlikely" providing or accepting free software for transfer value analyses would fall on the right side of induc

Recruitment firm to face court for illegally opting staff out of pensions

The defendants have been summonsed to appear at Derby Magistrates’ Court on 7 June 2018.

Brexit Clock Ticking For Expat QROPS Transfers

Any changes are likely to come with Qualifying Recognised Overseas Pension Schemes (QROPS).