Confiscation order against convicted fraudster Daniel Pugh
Some 35% of flagged cases related to ‘overseas investments’
Government launches consultation
Centology integrates the Pathlines Pensions SIPP form into CRM
More than two thirds flag concerns about clients turning to AI for financial advice
Due to appear at Westminster Magistrates’ Court
For clients with more than £1m of investable assets
Supports firms with CRM‑led workflows and increasingly digital advice journeys
Currently 32 platforms from 27 providers operating in the UK adviser market