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Platforms quizzed by FCA on Consumer Duty preparation

Your profession

Platforms quizzed by FCA on Consumer Duty preparation

30 platforms given days before the Consumer Duty deadline to respond

clock 14 July 2023 • 1 min read
The FCA's questions to investment platforms on their cash margins

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The FCA's questions to investment platforms on their cash margins

Platforms must respond to the FCA’s letter by 27 July

clock 13 July 2023 • 3 min read
How to advise clients following a dementia diagnosis

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How to advise clients following a dementia diagnosis

Exploring capacity tests and LPAs in relation to dementia

clock 13 July 2023 • 4 min read
Pandemic early retirees more likely to face poverty, IFS finds

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Pandemic early retirees more likely to face poverty, IFS finds

Workforce leavers in 2020-21 more likely to have been 'forced' into early retirement

clock 13 July 2023 • 3 min read
Defaqto debuts fund and product comparison Consumer Duty offering

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Defaqto debuts fund and product comparison Consumer Duty offering

‘Consumer Duty Profiles’ to appear imminently in adviser software

clock 13 July 2023 • 1 min read
Adviser interest in capital accumulation continues growth

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Adviser interest in capital accumulation continues growth

Quarterly report is a register of viewing patterns among advisers

clock 13 July 2023 • 2 min read
Brooks Macdonald sees funds under management rise of 7.5%

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Brooks Macdonald sees funds under management rise of 7.5%

The firm said positive flows were partly offset due to declining markets

clock 13 July 2023 • 2 min read
CII appoints five directors to Personal Finance Society board

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CII appoints five directors to Personal Finance Society board

The professional body welcomes new members as three step down

clock 12 July 2023 • 2 min read
Fairstone adds £1.5bn of assets with buy out of West Midlands firm

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Fairstone adds £1.5bn of assets with buy out of West Midlands firm

Fairstone will provide centralised resource, technology, and capital to Prosperity Wealth

clock 12 July 2023 • 1 min read
IFAs urged to not overlook autocalls as investment option

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IFAs urged to not overlook autocalls as investment option

Autocalls described as ‘preferred’ option within structured products

clock 12 July 2023 • 1 min read