M&G mulls future expansion with boutique acquisitions
Portfolio Adviser speaks with CEO Joseph Pinto following the publication of the firm’s results last week
Portfolio Adviser speaks with CEO Joseph Pinto following the publication of the firm’s results last week
Mattioli Woods has stopped providing pension transfer advice service to individuals with safeguarded benefits as the wealth manager undertakes a full review of its work in the area.
Professional indemnity (PI) insurers are doing more than the Financial Conduct Authority to make the lives of IFAs providing defined benefit (DB) pension transfer advice difficult.
Continuing to provide defined benefit pension transfer advice to members of the British Steel Pension Scheme (BSPS) could put St James’s Place “outside its risk appetite”, the firm said.