The FCA has proposed further cuts to data reporting requirements by reducing the frequency of submissions for selected sections of the Retail Mediation Activities Return (RMAR).
Read more ...Atomos partners with Fincalc for new digital workflows
- Wednesday, 10 September 2025
- Articles

Financial planning-led wealth manager Atomos has partnered with fintech Fincalc to strengthen its centralised retirement proposition and client onboarding processes.
Read more ...Savers losing £1.7bn through pension transfers – report
- Wednesday, 10 September 2025
- Articles

Savers could be losing £1.7bn from their pension pots due to poorly informed transfers made in the year to 30 June, according to master trust People’s Pension.
Read more ...Barnett Waddingham adds to SIPP team
- Wednesday, 10 September 2025
- Articles

Consultancy firm Barnett Waddingham has appointed Emily Crotty as head of SIPP risk and Rebecca Smith as head of SIPP finance.
Read more ...No AI-related rules to come from FCA
- Wednesday, 10 September 2025
- Articles

The FCA is not planning on developing any additional regulations concerning the use of artificial intelligence (AI) by financial services firms.
Read more ...New issue: Financial Planning Today Magazine
- Wednesday, 10 September 2025
- Articles

Financial Planning Today Magazine's brand new Sept-Oct issue is out now and ready to view, packed with features and articles aimed for Financial Planners, Paraplanners and Wealth Managers.
Read more ...Windsor to host CISI Financial Planning Conference
- Tuesday, 09 September 2025
- Articles

The Chartered Institute for Securities & Investment (CISI) Financial Planning Conference will host its flagship event on 2 and 3 October at the De Vere Beaumont Estate in Windsor.
Read more ...Pareto recruits 3 including Chartered Financial Planner
- Tuesday, 09 September 2025
- Articles

Manchester-based Pareto Financial Planning has recruited three new staff, including a Chartered Financial Planner as well as an employee benefits consultant.
Read more ...10% growth in annuities quotes
- Tuesday, 09 September 2025
- Articles

There’s been a 10% growth in annuities quotes this year, according to pensions technology provider iPipeline.
Read more ...Rebranded Titan Square Mile launches new MPS
- Tuesday, 09 September 2025
- Articles

Investment research and consultancy firm Square Mile has rebranded as Titan Square Mile and launched a new distributor model portfolio service (MPS).
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