Adviser platform Transact has linked with fintech provider Moneyinfo to offer what it calls a new approach to document delivery.
Read more ...Aggregate DB surplus rises to £476bn, says PPF
- Tuesday, 08 October 2024
- Articles
The aggregate surplus of DB pension schemes increased to £476bn at the end of September, according to the latest Pension Protection Fund (PPF) 7800 Index.
Read more ...DWP launches CDC consultation
- Tuesday, 08 October 2024
- Articles
The Department for Work and Pensions has today launched a consultation on draft legislation needed to extend Collective Defined Contribution (CDC) pension schemes.
Read more ...Auto-enrolment should be extended, says PMI
- Tuesday, 08 October 2024
- Articles
Auto enrolment should be extended and made more flexible while employers should offer short-term savings schemes to workers, according to a new report.
Read more ...Brooks Macdonald pays £45m for LIFT Financial
- Tuesday, 08 October 2024
- Articles
Wealth manager and Financial Planner Brooks Macdonald has acquired LIFT Financial Group Ltd and LIFT Invest for £45m.
Read more ...FCA will review financial advice consolidation
- Monday, 07 October 2024
- Articles
The FCA said today it will undertake a review of consolidation within the financial advice market.
Read more ...First CDC pension scheme launches in the UK
- Monday, 07 October 2024
- Articles
The first Collective Defined Contribution (CDC) pension scheme has been launched today, more than two years after the schemes were given the green light in the UK.
Read more ...Dynamic Planner integrates CRM with Adviser Cloud
- Monday, 07 October 2024
- Articles
Financial Planning software provider Dynamic Planner has announced a new CRM integration with Adviser Cloud.
Read more ...ValidPath appoints Riseborough to board
- Monday, 07 October 2024
- Articles
Tim Riseborough, chief operating officer of Rimbal and group operations director of ValidPath, has received authorisation from the FCA to join the board of ValidPath.
Read more ...Pension tax relief reforms scrapped: reports
- Monday, 07 October 2024
- Articles
Chancellor Rachel Reeves has stepped back from plans to introduce a flat rate of tax relief, according to newspaper reports.
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