Financial Planner-focussed fintech firm Clever has launched a new free PROD guide to help IFAs to design and deliver financial solutions for their clients whilst working within the regulatory framework of MiFID II.  

Financial Planners are failing to be “client-centric” and could fall foul of FCA rules, according to compliance consultant and former FCA exec Rory Percival.

A financial services consultancy says that figures in its Q1 2018 Platform Market Scorecard (PMS) suggest that the recent boom in pension transfers since the Pension Freedoms in 2015 may be nearing an end.