News

Second consecutive quarter of inflows

To overtake ‘oil tanker’ legacy providers

Including LoA average response times

Creates UK’s largest savings and income provider

Part of simplified operating model

Over half of advisers report having a formal CRP

Baby boomers most likely to change adviser

Acquires Mowatt Financial Planning

Highlights need for ‘urgent action’ by advisers, tech expert says

Onboarding subject to permission amid systems and controls review