Aviva, L&G and Standard Life have pledged their support to the first national Annuity Day, due to take place on 21 October.
Read more ...Aviva, L&G and Standard Life back Annuity Day campaign
- Tuesday, 23 September 2025
- Articles

PFS Planner training initiatives attract 250 students
- Tuesday, 23 September 2025
- Articles

The Personal Finance Society (PFS) said 250 people have so far expressed interest in its Pathway to the Profession initiative that will support students taking their first step towards gaining their Diploma in Regulated Financial Planning.
Read more ...Ortec hires SJP exec to boost UK Financial Planning
- Tuesday, 23 September 2025
- Articles

Financial Planning technology firm Ortec Finance has turned to former St James’s Place division director John O’Driscoll to boost its UK Financial Planning ambitions.
Read more ...17% of over 55s have never checked their pension
- Tuesday, 23 September 2025
- Articles

Almost a fifth, 17%, of UK adults aged 55 or over, have never checked their pension, according to new research.
Read more ...Fidelity targets US small firms with new fund
- Tuesday, 23 September 2025
- Articles

Fidelity International reckons there are overlooked growth opportunities among small US businesses and has launched a new fund to cash in.
Read more ...Nucleus launches CPD learning zone
- Tuesday, 23 September 2025
- Articles

Platform group Nucleus has launched a new CPD learning zone, which it has made available to Financial Planners and paraplanners who support its propositions - Nucleus Wrap, James Hay, Third Financial, Curtis Banks and Talbot and Muir.
Read more ...Fidelity launches ‘more human-like’ chatbot
- Monday, 22 September 2025
- Articles

Fidelity International has turned to AI to launch what it calls a “conversational interface” which is says is designed to enhance the experience of customers on its personal investing platform.
Read more ...Less than a third of pension dippers use regulated advice
- Monday, 22 September 2025
- Articles

The proportion of savers accessing a pension for the first time using regulated advice has fallen to less than a third according to the latest FCA figures.
Read more ...Hargreaves partners with Shawbrook to enter savings market
- Monday, 22 September 2025
- Articles

Investment platform provider Hargreaves Lansdown will offer its own-branded savings deposit account for the first time through a partnership with Shawbrook Bank.
Read more ...Former HSBC banker takes over as Quilter Cheviot CEO
- Monday, 22 September 2025
- Articles

Former HSBC banker John Goddard has been appointed chief executive at wealth manager Quilter's high net worth division Quilter Cheviot following regulatory approval.
Read more ...