As regulation becomes ‘more onerous’

To be a ‘more significant’ asset manager

‘No two IFAs invest in the same suite of models’

As Budget changes impacting pension savers and farmers to take effect

Seek for reassurance about the platform market

FCA and FOS joint call for input is ‘necessary’

Needs ‘more professional consideration’

Brings group total assets to more than £5bn

120 clients yet to engage in process to get assets returned

Following calls from members looking to further evidence assessment