Lee Coates

3 weeks ago | moneymarketing.co.uk | Momodou Musa Touray |Lee Coates |Andy Hart |Mariam Pourshoushtari

iPipeline has appointed Rachel Edwards as managing director, UK. Edwards, who joins iPipeline on April 14, will oversee a seven-person leadership team in the UK. She will report directly to CEO Pat O’Donnell. Edwards’ remit includes guiding the UK business strategy and product roadmap to the next stage of growth.

3 weeks ago | moneymarketing.co.uk | Dan Cooper |Lee Coates

An estimated 12 million people could face having to pay income tax on their state pension from 2027, experts have warned. The state pension is currently set at £11,502.40 – just £1,067.60 below the personal allowance threshold of £12,570. However, a 4.1% increase to the state pension next week will see it rise to £12,014, bringing it, in the words of Royal London’s Clare Moffat, “perilously close” to exceeding it.

4 weeks ago | moneymarketing.co.uk | Darius McQuaid |Dan Cooper |Lee Coates |Robin Powell

Good morning and welcome to your Morning Briefing for Thursday 27 March 2025. To get this in your inbox every morning click here. AJ Bell sells Platinum Sipp and SSAS businessAJ Bell has agreed to sell its Platinum Sipp and SSAS business to InvestAcc Group in a deal worth up to £25m. The sale of AJ Bell Platinum, part of its non-platform business, will comprise £18.5m upon completion, made up of £17.5m in cash and £1m in new InvestAcc shares.

1 month ago | moneymarketing.co.uk | Lee Coates |Darius McQuaid |Shelley McCarthy

The recent survey conducted by The Investment Association (IA) and The Wisdom Council presents a compelling insight into the state of sustainable investing. While over half (52%) of retail investors are aware of the Financial Conduct Authority’s Sustainability Disclosure Requirements (SDR) investment labels, and 94% find the labelling system helpful, there remains a significant disconnect between adviser expectations and the reality of available investment products.

Jul 23, 2024 | moneymarketing.co.uk | Roger Edwards |Kevin Carr |Lee Coates |Momodou Musa Touray

What happened to talking about the customer? More importantly, what happened to companies developing a deep, almost obsessive, understanding of the customer? There seems to be an increasing amount of marketing content these days that rarely (sometimes never) mentions customers. It’s the same with event speeches and workshops.