The digital financial advice proposition will be delivered through the Mercer Jelf Financial Planning chartered financial planning team. The partnership initially launches with an automated DB transfer robo-paraplanner, designed and developed by...
The existing management team led by ITM CEO Darran Blount will partner with Inflexion to drive the business in its next phase of growth. The buy-out team includes consulting director Maurice Titley,...
Wray will work on the firms investment proposition for both institutional and individual clients through JLT’s Investment Solutions, which covers investment management, investment consulting and fiduciary management services. Wray has held senior...
Independent Pension Analysis Limited – which trades as O&M Pension Advice - is to cease its activities as an introductory pension transfer advisory service from 1stJuly. O&M Pension Advice is a trading...
A preliminary opinion from the Advocate General of the ECJ in the case of Grenville Hampshire v The Board of the Pension Protection Fund argues that compensation should be set at at...
There are strong forces of change affecting asset management in the UK, some of which are global in nature, others are UK specific. Among these forces, let me start with Brexit. There...
River and Mercantile Group says the alignment of a consistent brand across the group - which includes River and Mercantile Asset Management and River and Mercantile Derivatives - reflects the increasing degree...
Stewart Bevan is head of pension product development at Simplitium, a transparency services provider. A teenage summer intern project with now-FCA Institutional Disclosure Working Group chair Dr Chris Sier gave him his...
Based in Mercer’s Liverpool office, Holden will join the UK DB leadership team, working alongside Mercer’s Chief Actuarial Officer, Jenny Condron. Holden joined Mercer in Liverpool in 2002 from PwC’s actuarial team. In 2010, she...
The consultancy highlights the CMA's finding that 88 per cent of the FM market is dominated by organisations combining investment consultancy and fiduciary management, with clients not always getting the best...
