With the Consumer Duty just days away, a new report suggests that one in seven IFAs is unclear about what 'good customer outcomes' look like.
Read more ...LifeSight links with Octopus to offer money guidance
- Monday, 24 July 2023
- Articles

LifeSight, the defined contribution master trust owned by Data analysts WTW, has partnered with Octopus Money to provide one-to-one money guidance for its members to support their financial wellbeing.
Read more ...Over 50s unimpressed by rising annuity rates
- Monday, 24 July 2023
- Articles

Despite the significant improvement in annuity rates over the past 18 months, only 14% of 50+ year olds who are at least fairly familiar with annuities consider them to currently offer a good rate.
Read more ...Pension firm hands staff £2,000 cost of living help
- Monday, 24 July 2023
- Articles

Pension specialist Cartwright has handed each staff member a one-off cost of living payment of up to £2,000 to help them cope with the current challenging financial times.
Read more ...FCA to launch cost/benefit analysis panel
- Monday, 24 July 2023
- Articles

the Financial Conduct Authority will establish a new panel to provide advice on cost/benefit analysis in response to calls from regulated firms.
Read more ...Fears that Consumer Duty will push up fees
- Monday, 24 July 2023
- Articles

Nearly one in three financial advisers expect client fees to rise as a result of the FCA’s new Consumer Duty - with more directly-authorised Financial Planners concerned than network members.
Read more ...Benchmark buys 32-adviser Swindon Planner
- Friday, 21 July 2023
- Articles

Schroders’ Benchmark Capital arm is to acquire 32-adviser, £755m AUM Swindon-based Unique Financial Planning.
Read more ...FSCS investigates 2 failed advice firms
- Friday, 21 July 2023
- Articles

The Financial Services Compensation Scheme is investigating two failed adviser firms hit with multiple claims over pension transfer advice.
Read more ...Employees buy South West Chartered Financial Planner
- Friday, 21 July 2023
- Articles

South West-based Chartered Financial Planning firm Goodmans has become the latest Financial Planning firm to move to employee ownership.
Read more ...FCA avoids bullet as first 7-digit FRNs allocated
- Friday, 21 July 2023
- Articles

The Financial Conduct Authority has avoided potential trouble in identifying firms as it begins to allocate the first seven-digital Firm Reference Numbers (FRNs).
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