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The Chartered Insurance Institute will check the effectiveness of diversity policies at Chartered Corporate firms from 2021 when the renew their status.
The loss of face to face client engagement due to the Coronavirus pandemic is hitting advisers ability to find new clients, according to 73% of advisers polled for a new survey.
UK and international SIPP provider Momentum Pensions is rebranding its SIPP business as iPensions Group to underline its technology-led strategy.
Two fraudsters - jailed for their roles in a £415,000 boiler room investment fraud involving worthless coloured diamonds - have been ordered to pay back £172,987.
The Government has unveiled an independent Fintech Strategic Review to establish priorities for the sector and to support the continuing growth of UK fintech.
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The Personal Finance Society is working with the new International Association for Sustainable Economy (IASE) to create ESG (environmental, social and corporate governance) qualifications for UK and International Standards.
United Arab Emirates wealth manager AHR Private Wealth is to take over London-based AXG Group which offers financial advice and Financial Planning services mainly to expats.
Last weekend I went out to a restaurant for dinner for the first time in four months. It was fabulous. I’d forgotten what a pleasure it was to be served good food in a decent restaurant. I’d also forgotten how much it costs. Ouch!
Xafinity SIPP has launched a new mobile-friendly ‘SIPPCentre’ hub which it says will boost service to clients and financial advisers by adding more extensive features and document storage.