The RU Group
In the Press
Chartered status for the fourth year running
Russell Ulyatt Financial Services, the wealth management and financial advice firm at the heart of The RU Group, has once again achieved Chartered status from the Chartered Insurance Institute (CII).
Full article here dated 22 January 2020.
We put clients and staff at the heart of everything we do
Director Helen Lindo is profiled in the Nottingham Post Business Live magazine.
Link (opens PDF) dated 21 January 2020.
Our charitable activities receive coverage in the regional press
Staff at The RU Group continue to support Young Enterprise through a range of activities including the Tough Mudder challenge.
Love Business
East Midlands Business Link
Business Live
19 December 2019.
Two new appointments support The RU Group's expansion
Kai Nuthall and Updesh Bhogal joined our specialist pension division Channack Ross as SSAS administrators.
The Business Desk
East Midlands Business Link
Love Business
November 2019.
We comment on the Backto60 campaign judicial review at the High Court
The High Court judges said the state pension age changes equalised ‘a historic asymmetry between men and women’. Chartered Financial Planner Nick Onslow provides commentary on the case.
Full article here dated 3 October 2019.
'Adviser of the year' awards shortlisting success
The RU Group has been shortlisted in Money Age’s 2019 awards in the category ‘Financial Adviser Award: Medium to Large Firm of the Year’.
Love Business
East Midlands Business News
September 2019.
Telegraph Money Makeover "I need to turn my assortment of savings into retirement income"
Chartered Financial Planner Nick Onslow provides comment to a reader query.
Full article here dated 12 September 2019.
Pension Transfer Gold Standard success
Reporting our success in being approved in our application to join the Personal Finance Society’s Pension Transfer Gold Standard.
Full article here dated 5 August 2019.
How you can protect your wealth from a care fees black hole
Chartered Financial Planner Nick Onslow provides comment on the care fee burden and how to plan ahead to protect your life savings.
Full article here dated 23 July 2019.
Two senior appointments at our Nottingham office
Matthew Harrison and Sue Hancox join our Nottingham head office as Paraplanning Team Leader and Finance Controller.
Midlands Business Insider
Love Business East Midlands
Financial Planning Today
The Business Desk
East Midlands Business Link
July 2019.
The RU Group tops £500 million client assets invested
Widespread press coverage for the news that we have surpassed half a billion pounds of assets under management on behalf of our clients, our highest total to date.
Midlands Business Insider
East Midlands Business Link
Midlands Business News
Love Business East Midlands
Bdaily
Business Live
The Business Desk
New Model Adviser (print edition)
June 2019.
The RU Group chooses Intelliflo's Intelligent Office
Reporting our adoption of Intelliflo’s Intelligent Office system which provides a Personal Financial Portal, allowing our clients to have 24/7 access to their personal financial products and plans.
Full article here dated 4 June 2019.
How do I resolve my pension quandary?
Financial Planning Manager Nick Onslow answers a reader’s question about a pension transfer.
Full article here dated 31 May 2019.
The impact of Pension Credit Reforms
Financial Planning Manager Nick Onslow provides advice on the impact of pension credit reforms to consumers.
Full article here dated 18 March 2019.
State age pension increase
How will new 2019 rules work, and when can I claim my pension? We provide explain why the new rules mean that people may not get their state pension when they expect.
Full article here dated 12 March 2019.
Russell Ulyatt confirms place amongst UK’s best financial advisers
Nottingham based Rusell Ulyatt, at the heart of The RU Group receives Chartered Status for the third year running. Report from East Midlands Business Link.
Full article here dated 11 December 2018.