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The sale of our SSAS business has completed
Another step in the transformation of our business is the sale of our SSAS book to Westbridge SSAS. We’ve written to affected scheme contacts with details of the transfer.
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Confirmation of offer to acquire Nucleus
We’ve announced a cash offer to acquire Nucleus plc. If completed, the transaction will combine our expertise to create one of the UK’s leading independent adviser platforms.
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Making transfers simpler
We are making improvements to our in-specie transfer process and James Hay Online functionality.
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Things to consider for the change of the tax year
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