Financial data and ratings provider Defaqto has added Key Investor Information Document (KIIDs) and fund factsheets to its Financial Planning software system Engage Core.
Read more ...Defaqto adds to Engage Core service after adviser feedback
- Tuesday, 04 December 2018
- Articles
Zurich warns planners may face drawdown ‘capacity crunch’
- Tuesday, 04 December 2018
- Articles
Financial Planners could face a potential ‘capacity crunch’ as clients demand more frequent pension drawdown reviews in future, platform provider Zurich has warned.
Read more ...AFH hires ex-Tavistock exec as a new chief operating officer
- Tuesday, 04 December 2018
- Articles
Fast-growing wealth manager and Financial Planner AFH Group has appointed ex-Tavistock group operations director Jon Dear as its new chief operating officer.
Read more ...Anti-scam campaign spurs 173,000 pension savers to take action
- Tuesday, 04 December 2018
- Articles
The number of consumers taking action over concerns they have been hit by a pension scam - or are at risk - has rocketed following an FCA and TPR-backed campaign.
Read more ...Govt unveils plans for ‘multiple’ Pensions Dashboards
- Monday, 03 December 2018
- Articles
The Government has published surprise plans today to open the door for commercial providers to offer enhanced Pensions Dashboards to pension savers.
Read more ...NS&I creates 400th Premium Bond millionaire
- Monday, 03 December 2018
- Articles
NS&I has reported that its ‘Agent Million’ has made their 400th visit to a Premium Bond holder to give them the news they have scooped the £1m jackpot.
Read more ...PM backs Pension Dashboard but concerns remain
- Monday, 03 December 2018
- Articles
Prime Minister Theresa May and Pensions Minister Guy Opperman have both voiced support for the Pensions Dashboard as plans are due to be announced this week to move the proposal forward.
Read more ...AFH makes biggest ever acquisition with £10m deal
- Monday, 03 December 2018
- Articles
AFH Financial Group, the rapidly growing wealth manager founded by a Chartered Financial Planner, has bought a Hull-based financial advisory group for £10m in its largest ever acquisition, the group says.
Read more ...Lifetime ISAs hit £50m milestone at Hargreaves Lansdown
- Friday, 30 November 2018
- Articles
AJ Bell hits out at Investment Association over ETF consultation
- Friday, 30 November 2018
- Articles
AJ Bell has criticised the Investment Association (IA) for including ETFs in a recent consultation into sectors.
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