Other Citywire websites
Stay connected:

View the article online at http://citywire.co.uk/new-model-adviser/article/a639643

Broadstone buys UBS workplace advice business

by William Robins on Dec 04, 2012 at 09:56

Broadstone buys UBS workplace advice business

Broadstone Pensions and Investments has acquired UBS Wealth Management’s corporate pensions business.

The UBS business provides general pensions’ consultancy advice to employers who operate defined contribution (DC) pension schemes.

Broadstone Pensions and Investments said typical schemes have between 100 and 1,500 members. 

Broadstone Pensions and Investments already provides services for employers with DC schemes.

Last month it acquired corporate adviser Pope Anderson.

This is the second acquisition by Broadstone since it was bought by Oakley Capital in 2011.

Following the acquisition Broadstone was divided into national IFA Broadstone Pensions and Investments and Broadstone Corporate Benefits, a separate legal entity.

The six strong team led by Vanda Cox, will move top Broadstone Pensions and Investments offices.

Mark Howlett, (pictured) chief executive of Broadstone , said: ‘We look forward to welcoming the team from UBS on board. We believe we are well placed to provide clients with an excellent service as our corporate pensions business is one of Broadstone’s core service offerings.'

leave a comment

Please sign in here or register here to comment. It is free to register and only takes a minute or two.

News sponsored by:

Long time coming: is the recovery here to stay?

Click here to watch a series of sponsored interviews with Jupiter's fund managers on the UK equity market.

Today's top headlines

More about this article:

Look up the shares

  • UBS Index Solutions UBS IS
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

More from us



FCA bans two advisers over unsuitable Sipp advice

by Michelle Abrego on Apr 17, 2014 at 10:24

Sorry, this link is not
quite ready yet