Customers of cashflow software giant Voyant have been targeted by a malicious email that could threaten to expose private information of thousands of advisers and their clients.
An individual posing as the US-based tech provider, which is accessed by more than 6,000 UK advisers including some at St James's Place and major banks like Lloyds, emailed its clients on Monday (9 March)...
‘Faster, more intuitive online service’
‘Most significant’ upgrade since launch
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The Financial Conduct Authority (FCA) has published a defined benefit (DB) transfer tool which it said should help firms understand its file review methodology for DB transfer advice. But what exactly is it and why should advisers care?
131 firms have authorisations revoked