Adam Smith

Lauren Valente was recently featured in a byline piece by Pensions & Investments, sharing her insights on how retirement plan design is evolving to support financial wellbeing at every stage of life. https://lnkd.in/eifnaAsX

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XPS Group has connected over 600,000 pension scheme members and more than 20 schemes to Pensions Dashboards ahead of deadline. XPS is among the first large administrators to reach this level of dashboard connectivity, marking a key step for industry readiness. Read more: https://lnkd.in/e5MnN_x4 #PensionSchemes #PensionsDashboards #PensionsAdministration | David Watkins

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Ben Waterhouse has been appointed Chief Client Officer at Ascot Lloyd, joining the firm in January 2026 to strengthen its client centric growth strategy. A seasoned financial services leader with over two decades of experience, Ben has held senior roles at Schroders Personal Wealth, Barclays Wealth Management, Fidelity International, and L&G – Asset Management bringing a deep understanding of wealth management, distribution, and advisory excellence. In this newly created position, Ben will lead Ascot Lloyd’s national adviser network, ensuring clients remain at the heart of every decision. Working closely with CEO Francis Jackson and the executive team, his focus will be on scaling client engagement, elevating service standards, and driving sustainable growth across the UK. Ben’s appointment reflects Ascot Lloyd’s continued investment in leadership that prioritises trust, transparency, and long term value for clients. His proven ability to combine strategic insight with hands-on leadership positions him to help shape the next chapter of the firm’s evolution in an ever-changing financial landscape. #Leadership #WealthManagement #ClientExperience #FinancialServices #Advisory #AscotLloyd #cxolanes #GrowthStrategy

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PIB Group has expanded its presence in the Channel Islands with the acquisition of Ross Gower Group. https://lnkd.in/eEBKE6Q3 PIB Group Ross Gower Group Channel Insurance Brokers (“CIB”) Tony De Sousa GARETH B.

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Exciting news: Smart Pension is connected to the Pensions Dashboards Programme! When it launches, the Pensions Dashboard will collate personal, workplace and state pension data from all pension providers. Retirement savers will be able to view and access all of their pension information seamlessly, in one place. Jamie Fiveash, CEO of Smart Pension, said: “Over the past decade, we have shown that technology has the power to simplify pension saving for our members. We are excited to be part of the collaborative Pensions Dashboard Programme, which will provide savers with clear, simple and trusted sources of information and help deliver better financial outcomes for all UK savers.” Read more: visit.smart.co/3H2I9ai 

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We're pleased to be among the specialist global asset managers partnering with Aviva Investors on the launch of My Future Vision, a new initiative broadening access to private markets for Aviva's DC savers in the UK. This collaboration brings together sector expertise and investment capabilities to support a forward-thinking approach to retirement solutions. Discover how our collective efforts are helping create opportunities for diversified and resilient portfolios: http://spklr.io/6040BJmTn Learn more about Neuberger's Defined Contribution Solutions here: http://spklr.io/6041BJmTX

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Peel Hunt is delighted to have acted as joint financial adviser and joint broker to Primary Health Properties PLC (PHP) on its £1.6bn recommended cash and shares combination with Assura. This successful outcome followed a highly competitive and complex process against a US private equity bidder offering a cash exit.    Capel Irwin, Head of Real Estate - “It has been a pleasure to work with the PHP team on its transformational acquisition of Assura - a further example of listed consolidation in the UK REIT sector to create larger, specialist, listed vehicles supported by institutional investors. In each case, Peel Hunt's ability to draw together our deep expertise across Real Estate and M&A, alongside our broader Equities platform, has helped to deliver a compelling outcome for our clients, their shareholders and UK plc as a whole." Peel Hunt team for Primary Health Properties: Capel Irwin, Michael Nicholson, Chloe Ponsonby, CFA, Sam Cann, Henry Nicholls, Flora M., Alex Carroll, Jamar Iferenta

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Hear from Rebecca Gambrell, MD - SME & Delegated Authorities, in conversation with Insure TV about the exciting enhancements we're making to Commercial Combined (CCI) - giving brokers like you, smarter ways to trade.💡 What's new? 🤔 ✅ The start of our modularisation journey, with Employers' Liability and Legal Expenses now available as optional covers ✅ De-packaging of Public and Products Liability coming soon ✅ Greater trading flexibility and access to deeper underwriting expertise through our dedicated CCI underwriting team Watch the full interview here 👉 https://lnkd.in/eMcZswri #HereForBrokers

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In a new joint podcast, we and the FCA explain why pension professionals should take proactive steps now to deliver guided retirement solutions aimed at helping savers make the right choices. In the podcast, Nike Trost, the FCA’s Head of Department - Asset Management and Pensions Policy, and Patrick Coyne, Interim Director of Pensions Reform at TPR, say the industry needs to develop a much deeper understanding of the diverse needs and profiles within their scheme membership to ensure savers make the right decisions at retirement. They call on the industry to innovate in the design and delivery of retirement income solutions tailored to different saver types. And they discuss how the FCA’s Targeted Support proposals – designed to allow firms to make specific recommendations for groups or cohorts of consumers around pensions and investments – and the Pension Schemes Bill plans for guided retirement solutions are "complimentary policies". Trustees are urged to respond to the FCA’s consultation on Targeted Support. Read more. https://ow.ly/j4FS50WK7xV #Pensions Financial Conduct Authority

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Just Group plc acquired by US wealth solutions firm in £2.4bn deal The intention is for Blumont Annuity UK and Just Group plc to operate as a 'single, consolidated insurance group under the Just brand' The acquisition is expected to complete during the first half of 2026, subject to shareholder approval. Another huge deal in the market following the Athora / Pension Insurance Corporation plc news in recent weeks...

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It’s Pension Awareness Week followed by UK Savings Week. We’ve partnered with the Pensions Management Institute (PMI) on the Lifetime Savings Initiative to explore the links between pensions and savings. We believe it’s time for a rethink. Our report urges the creation of a national short-term savings plan and a national lifetime savings plan to integrate retirement and non-retirement savings, with early access for first-time homebuyers. Let's change the way we think about saving in the UK. Hear more from James Barham, Executive Chairman at Schroders Solutions. #PensionAwarenessWeek #UKSavingsWeek #LifetimeSavings #FinancialPlanning #WealthManagement

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