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Joanne Lake, chairman of wealth manager and SIPP provider Mattioli Woods, is to step down next month.

Women are now almost twice as likely as men to feel ‘on the back foot’ on retirement planning as the Coronavirus pandemic battered their confidence, according to a new report from SIPP and pensions provider Aviva.

STAR, the cross-industry transfer initiative, is to roll out an accreditation scheme which will award bronze, silver or gold grades to providers based on their ability to transfer clients to other providers smoothly and quickly.

Wealth manager and SIPP provider Mattioli Woods is hunting for more acquisitions despite reporting a drop in profits .

London-based SIPP and SSAS consolidator Wilton has signed a deal to acquire SSAS firm Bespoke in the latest move in a rapid acquisition drive.

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