The FCA has launched a Defined Benefit Advice Assessment Tool to help advisory firms understand how the regulator checks the suitability of Defined Benefit pension transfer advice.
Read more ...Kingswood launches Financial Planning Academy
- Monday, 18 January 2021
- Articles
Wealth manager and Financial Planner Kingswood has launched the Kingswood Academy to help train its next generation of Financial Planners.
Read more ...Fintech launches ‘net zero’ pension
- Monday, 18 January 2021
- Articles
Workplace fintech Cushon has launched what it claims is the first ‘net zero’ pension.
Read more ...Supreme Court backs Covid-19 insurance payouts
- Friday, 15 January 2021
- Articles
The Supreme Court has mostly accepted an FCA appeal which opens the door to Covid-19 business interruption (BI) insurance payouts.
Read more ...Financial Planning app adds investment offering
- Friday, 15 January 2021
- Articles
Financial Planning app provider Multiply has launched a new facility allowing customers to act on investment recommendations they receive within the app.
Read more ...Workplace pension contributions drop by 11%
- Friday, 15 January 2021
- Articles
UK pension savers paid 11% less into workplace defined contribution pension schemes as the Coronavirus pandemic hit the UK, according to new data from the Office for National Statistics (ONS).
Read more ...Pension Playpen to relaunch as a fintech
- Thursday, 14 January 2021
- Articles
Pension campaign and networking group The Pension Playpen - founded by pension expert Henry Tapper - is to relaunch in February as a fintech company aimed at the pensions industry.
Read more ...Quilter launches scam reporting tool
- Thursday, 14 January 2021
- Articles
Wealth management and Financial Planning giant Quilter has launched a new online tool for reporting suspected impersonation scams.
Read more ...7IM latest platform to axe VAT from MPS
- Thursday, 14 January 2021
- Articles
7IM has become the latest platform to announce the removal of VAT charges from its Managed Portfolio Service (MPS).
Read more ...Losses halve at Succession Wealth
- Thursday, 14 January 2021
- Articles
Statutory unaudited operating losses fell 47% to £3.6m (2019: £6.9m loss) at the Succession Wealth Financial Planning and wealth management group for the year ended 31 December 2020.
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