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Latest News - William Robins

SJP makes trio of fund manager changes

St James’s Place has changed the managers on three of its fund strategies.

DB transfers double to £21bn as more advice firms enter market

Defined benefit (DB) pension transfers volumes doubled last year to over £20 billion as the number of IFA firms active in the market has continued to increase.

Legal eagle AFH in £530k swoop on law firm's advice arm

Consolidator AFH has bought the advice arm of a legal firm for £530,000.

FSCS goes to great lengths to tell story behind DB advice claims

Today the FSCS published a lengthy ‘summary note’ detailing the history of British Steel pension transfers. Is it laying the groundwork for huge payouts?

DB de-risking up 99% at retirement specialist Just

Companies trying to bring defined benefit (DB) schemes under control are increasingly turning to de-risking solutions offered by the likes of Just Group, which has today announced a 99% increase in the service compared to the first quarter of year.

AJ Bell sees record revenue growth ahead of planned float

AJ Bell has seen record growth in revenues ahead of its planned float. The platform has today published its interim results for the six months to 31 March.

Aegon claims ‘the new platform is working’

Aegon has claimed its new platform 'is working' despite IFAs complaining over account activation issues and other glitches. Further upgrades are expected this weekend.

Aegon latest victim of replatforming curse as IFAs locked out

Aegon has become the latest platform to succumb to the curse of replatforming, with advisers locked out of accounts and unable to see fund valuations.

Adviser workshop: how to fulfil the Mifid II client contact requirement

With Mifid II now in full flow, we ask two financial planning experts how they are adhering to the new rules regarding client contact.

Aviva chief backs ban on contingent charging for transfers

Aviva has backed a ban on contingent charging for defined benefit pension transfers.

Video pick
15 Comments Play 'How can you sleep at night owning these shares?' CEO Tapes

'How can you sleep at night owning these shares?' CEO Tapes

Do not miss the first two minutes of this film as Richard Buxton reveals how he was challenged by a client for owning shares in a certain company.

5 Comments Play Fees roundtable: 'If one in three says you're too pricey, that's about right'

Fees roundtable: 'If one in three says you're too pricey, that's about right'

How much is too much when it comes to paying for advice? Step forward Alan Smith, Kay Ingram and Vijay Thakkar to discuss charging, fees and the advice gap.

NMA Profile
10 Comments Adviser profile: Catherine Morgan and John Ward of Essendon Financial Planning

Adviser profile: Catherine Morgan and John Ward of Essendon Financial Planning

A chance meeting between Catherine Morgan and John Ward led to the pair setting up Essendon Financial Planning as an independent firm.