Fintech firm Wealth Wizards has said it is developing software to enable financial advisers to implement a digital 'abridged advice' service.
Last month the Financial Conduct Authority (FCA) proposed introducing low-cost ‘abridged advice' on potential pension transfers for customers where a pension transfer is likely to be unsuitable. Under...
Systems, controls, governance and culture
Following more reviews
Beyond the FCA's seven considerations
‘Ensure vulnerability is taken seriously’
Range from 24 to 59 years old
Directors to pay upwards of £6m
Sanlam on Demand
No need for wet signatures
Fees play a big part