First Actuarial founding partner to retire
Hilary Salt, a founding partner of First Actuarial has announced her retirement. Salt was one of nine partners who founded First Actuarial in 2004. The business has grown substantially since then and...
News
Hunt mulls Lifetime Isa change to help young onto housing ladder
The chancellor Jeremy Hunt is poised to cut the early access penalties on Lifetime Isas (Lisas) in the forthcoming budget, according to media reports. PoliticoEU reported that the chancellor is considering cutting...
One in seven IFAs unclear on customer outcomes post-Consumer Duty
One in seven or 16 per cent remain unclear on what constitutes good customer outcomes, six months after the implementation of Consumer Duty, according to Opinium. Furthermore, 45 per cent of IFAs...
New adviser tech hub focuses on LTA changes
AJ Bell has launched a new technical hub for financial advisers designed to support them with impending pension tax changes when the Lifetime Allowance (LTA) is abolished in April. Tech Zone provides...
Employers could be sued for failing to help women through the menopause
Employers could be sued under disability discrimination laws if they fail to make reasonable adjustments for menopausal women to workplace and working practices, according to new guidance published by the Equality and...
Isio surpasses £155m in annual revenue
Isio revenue exceeded £155 million annually for the fiscal year ending September 30, 2023. Reported revenue experienced a significant growth of 33%, rising from £101.5 million to £135.3 million, while reported EBITDA...
Penfold seeks additional funds to fuel workplace expansion
Pension disrupter Penfold has launched a new crowdfunding campaign following a period of significant growth. The company, which launched in 2019, has tripled the number of clients using its workplace pension platform...
Pension providers slammed for insufficient action on climate crisis
The vast majority of UK pension providers have inadequate climate plans in place, according to a new report from campaign group Make My Money Matter. It says 85 per cent of providers...
Corporate Adviser Awards: Tips for submitting a winning entry
The deadline for advisers to enter the Corporate Adviser Awards 2026 is just over two weeks away, on March 6th. These awards are a chance for advisers working across the sector, from...
TPT appoints head of DC distribution ahead of launch of new retirement proposition
TPT Retirement Solutions has appointed Adam Tudor as its head of DC distribution. In this role Tudor will be responsible for the development of TPT’s DC sales strategy as the company enters...
