The Tax Incentivised Savings Association has launched a project to develop what it called an 'Open Savings & Investment solution' in order to allow UK savers to "more easily control their key holdings and valuation data".
The association said the project's vision is to see financial services firms release their customers' data in a secure, standardised form so it can be shared easily between those businesses and with their...
Covid-19 has proven a catalyst for digitisation among financial advisers
New heads of propositions and compliance named
'We can't do this alone'
'Advice makes people twice as optimistic'
As financial wellbeing becomes a greater consideration for more clients and financial advisers alike, Stephen Little speaks to a numbers of advisers and other voices to see what it really means and how it can be further integrated into the planning process......
Harder to renew with permissions
James Clunie, Alastair Gunn and Michael Buhl-Nielsen to depart