Fintech and data provider Defaqto has bolstered its Engage Financial Planning system, adding more tools and capability to provide an ‘all in one’ Financial Planning package.
Read more ...Defaqto expands Engage as ‘all in one’ Planning package
- Thursday, 29 February 2024
- Articles
Insurers want Insurance Premium Tax axed
- Thursday, 29 February 2024
- Articles
Insurance and savings trade body the ABI has called on the Government to scrap Insurance Premium Tax (IPT).
Read more ...Quilter extends WealthSelect MPS to 3rd-party platforms
- Thursday, 29 February 2024
- Articles
Wealth and investment manager Quilter has extended access to its WealthSelect Managed Portfolio Service to three new third-party platforms for the first time.
Read more ...DB transfer values slip as gilt yields dip
- Thursday, 29 February 2024
- Articles
XPS’s Transfer Value Index fell 3.9% in January to £158,000, following two consecutive rises.
Read more ...PFS adds Chartered Financial Planner to board
- Thursday, 29 February 2024
- Articles
The Personal Finance Society has appointed Sheffield-based Chartered Financial Planner Ben Wright to its board.
Read more ...PIMFA has ‘serious concerns’ about FCA enforcement plans
- Thursday, 29 February 2024
- Articles
PIMFA, the wealth and investment management trade body, has raised “serious concerns” about the FCA’s proposals to make public enforcement investigations against regulated firms.
Read more ...UCIS director banned after investors lose £57m
- Wednesday, 28 February 2024
- Articles
Robin Forster, the director of a Ponzi-style unlawful and unauthorised care home investment scheme which saw investors lost £57m, has been banned for 14 years.
Read more ...CISI sponsors female investment education charity
- Wednesday, 28 February 2024
- Articles
The Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners, is supporting the charity Girls Are Investors (GAIN)’s national UK Investment Challenge.
Read more ...ABI wants decumulation included in FCA ‘simplified advice’
- Wednesday, 28 February 2024
- Articles
The ABI, the trade body for insurance and long-term savings providers, has urged the FCA to include pensions decumulation in its proposed 'simplified advice' rules.
Read more ...Wesleyan hires executive from Quilter
- Wednesday, 28 February 2024
- Articles
Financial services mutual Wesleyan has appointed Karen Blatchford as managing director of dental, direct and intermediary distribution.
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