Your profession
DB transfer complaints to ombudsman jump 44% in 2020
Jump from 554 in 2019
PFS vulnerability charter gets 350 adviser signatures in two weeks
Launched 18 January
Chris Davies: Using RegTech to tame relentless rising levies
A more nuanced approach
National IFA Progeny adds conveyancing expertise with Watsons Law acquisition
Conveyancing, land and property law
FCA's 52 crypto investigations 'tip of the iceberg' - law firm
Only the beginning
Three things your client may call you about this week...
Weekend headlines
Starling says no: Bank declines IFA business but says advisers play 'valuable role'
Advisers consider leaving challenger bank
Phoenix set to buy 200-year old Standard Life brand from SLA - reports
SLA rebranding will not be immediate
Chris Budd: Putting financial wellbeing into practice
Wellbeing certificate and audit
Andrew Rees: Diving into advice fintech - in the middle of a pandemic
Development for the future
Quilter FA School to offer digital courses, M&G Wealth launches academy
To engage next cohort of advisers
Kim Bendall: An embarrassment of riches - a tale of two clients
'The best things in life are free'
Increased FSCS bill would be 'pure theft': Adviser writes to MP over LCF saga
FCA incompetent, but Bailey not to blame
IFAs report 76% PII premium hikes as consumers struggle to access DB transfer advice
‘Profound impact on market’
AFH sets date for shareholder vote on £225m private equity deal
General meeting on 1 March
Neil Moles: Who really pays for advice sector private equity deals?
Multi-million pound deals
Convenient exit or client sacrifice? Private equity's £3bn march into advice and wealth management
Nucleus latest firm in PE takeover
PIMFA appoints Openwork's Morrow and Investec's Whelan to board
Effective 1 February
CII adds diversity requirement to Aspire apprenticeship scheme
Firms who want to sign up to the Chartered Insurance Institute's Aspire apprenticeship programme will now have to meet a diversity and inclusion requirement.
Major tech changes more likely to cause incidents - FCA
Major technology changes lead to more incidents than lesser ones within financial services firms, research by the Financial Conduct Authority (FCA) has found, and the regulator said while effective risk management is an important component to success....
Keith Churchouse: Will pensions remain such a comfy place to stay?
The different meaning of pension
Lawrence Cook: Breaking the business status quo
'Time for a new model, now'
