Targeted support costs allocated to LDII funding class

Simplified advice engagement to come end of this year

Increases risk of poor financial decisions, report states

To conduct further work on simplified advice

Chaired by Model Office’s Chris Davies

‘I wanted to have my own success’

‘The number of models they’re running can absolutely run away from them’

Powered by SS&C Technologies Holdings

To manage its ‘Pegasus’ MPS range

Succeeds current investor Sovereign Capital Partners