The Association of Member-Directed Pension Schemes (AMPS), a trade body for SIPP and SSAS providers, has appointed Debbie Seaton of Seabridge SSAS as its new chair, taking over from Andrew Phipps.
Read more ...Intelliflo adds estate planning integration
- Friday, 08 November 2024
- Articles
Cloud-based fintech and back office provider Intelliflo has stuck a deal with fellow fintech Estgro to add estate planning to its adviser-focused offering.
Read more ...FCA releases Pensions Dashboard rules but no timetable
- Friday, 08 November 2024
- Articles
The FCA has published new rules firms must follow when designing and operating commercial Pensions Dashboards.
Read more ...Claims manager stripped of regulatory permissions
- Friday, 08 November 2024
- Articles
The FCA has halted regulated business at Hull-based claims management firm (CMC) Prestige Legal Ltd (FRN 915619).
Read more ...7 firms achieve Corporate Chartered status
- Thursday, 07 November 2024
- Articles
Seven firms, including several Financial Planning firms, have achieved Corporate Chartered status with the Chartered Insurance Institute (CII) during September and October.
Read more ...FCA convicts duo for £1.5m clone websites scam
- Thursday, 07 November 2024
- Articles
Two individuals running a fake investment scam - which used clone websites and other methods to target investors - have been convicted by the FCA for their roles in a £1.5m fraud.
Read more ...4 in 5 finance professionals using AI-enabled software
- Thursday, 07 November 2024
- Articles
Four in five finance professionals (85%) are already using AI-powered Financial Planning and analysis software, according to a new survey.
Read more ...Investors pull £2.4bn from equities in September
- Thursday, 07 November 2024
- Articles
Retail investors pulled £2.4bn in net outflows from equities in September due to uncertainty around the Autumn Budget, according to the latest data from the Investment Association.
Read more ...FCA promises to cut Consumer Duty duplication and confusion
- Thursday, 07 November 2024
- Articles
The FCA has given one of its strongest hints yet that reform of the Consumer Duty is on the way and what direction it might take.
Read more ...ASHL sells off LYNC Wealth Management
- Wednesday, 06 November 2024
- Articles
National financial adviser firm Adviser Services Holdings Ltd (ASHL) has struck a deal to sell its LYNC Wealth Management arm to an affiliate of platform and wealth manager 7IM group.
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