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News

DB transfer advice slows since FCA's 2020 crackdown

Pensions

DB transfer advice slows since FCA's 2020 crackdown

Many firms have stopped offering DB advice, regulator finds

clock 30 January 2025 • 2 min read
ARC launches MPS indices to 'give IFAs clarity'

DFM & Model Portfolios

ARC launches MPS indices to 'give IFAs clarity'

Will include model portfolios on adviser platforms and funds that mirror MPS strategies

clock 30 January 2025 • 2 min read
Protection advisers concerned about rising costs and market pressures

Protection

Protection advisers concerned about rising costs and market pressures

One-third see cost of doing business as biggest challenge

clock 30 January 2025 • 2 min read
AI will not replace paraplanners even as 'traditional' roles change

Your profession

AI will not replace paraplanners even as 'traditional' roles change

Upskilling is vital, conference hears

clock 30 January 2025 • 2 min read
FCA must be 'more ambitious' on redress modernisation plans - PIMFA

Regulation

FCA must be 'more ambitious' on redress modernisation plans - PIMFA

Watchdog should reconsider role of FOS and consolidate CMC regulation

clock 30 January 2025 • 3 min read
AI and advice: Financial advisers must adapt or 'be left behind'

Your profession

AI and advice: Financial advisers must adapt or 'be left behind'

The technology ‘should be seen as a massive area of growth’, delegates told

clock 30 January 2025 • 2 min read
St James's Place 'on track' with charging structure overhaul

Companies

St James's Place 'on track' with charging structure overhaul

Delivery by second half of 2025

clock 30 January 2025 • 2 min read
Mixed year for platforms as Budget fuelled investor uncertainty

Wrap/platforms

Mixed year for platforms as Budget fuelled investor uncertainty

Advised platform assets totalled £697bn in 2024

clock 30 January 2025 • 2 min read
CII exams delayed as IT upgrade takes services offline

Your profession

CII exams delayed as IT upgrade takes services offline

IT systems offline for next two weekends

clock 30 January 2025 • 1 min read
Shackleton cuts fees for new and existing clients

Charging

Shackleton cuts fees for new and existing clients

Reduction starting from 1 February

clock 30 January 2025 • 1 min read
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