News

Your profession

Advisers must prioritise GDPR staff training, warns Intelliflo

E-learning an option

clock 17 January 2018 • 2 min read

Investment

Bordier teams up with Dynamic Planner on five risk-targeted portfolios

Risk profiles three to seven

clock 17 January 2018 • 1 min read

Technology

Scalable Capital adds face-to-face advice alongside online service

Currently has £600m AUM

clock 17 January 2018 • 1 min read

Retirement

DB transfer values consistently high during 2017

Up £2,000 from final 2016 figure

clock 17 January 2018 • 2 min read

Your profession

Investec and Incisive back 'Pedal the Pond' mental health initiative

To raise awareness

clock 17 January 2018 • 3 min read

Managed solutions

Brewin Dolphin to cut managed portfolio service costs by £3m a year

Moving to segregated mandates

clock 17 January 2018 • 3 min read

Income Protection

British Friendly launches 'Immediate Support Payment' trial

For income protection claimants

clock 16 January 2018 • 2 min read

Equities

Fund managers predict volatility spike in Q1

Investors increase overweight to equities

clock 16 January 2018 • 1 min read

Retirement

Just and ILC-UK launch project to tackle later life vulnerability

Response to FCA appeal

clock 16 January 2018 • 1 min read

Your profession

Embark's Phil Smith calls for financial education levy

FSCS levy and regulatory costs ‘protects wrong area’

clock 16 January 2018 • 3 min read