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News

Dynamic Planner links up with Adviser Cloud

Your profession

Dynamic Planner links up with Adviser Cloud

Partnership intended to improve client data transfer for financial advisers

clock 04 October 2024 • 1 min read
Investment Association calls for wider pension reform to boost UK growth

Pensions

Investment Association calls for wider pension reform to boost UK growth

IA makes recommendations for UK pensions market

clock 04 October 2024 • 2 min read
PA Working Lunches: Kicking off next week - join Orbis in Cornwall, South Wales, Bracknell and East Sussex

CPD

PA Working Lunches: Kicking off next week - join Orbis in Cornwall, South Wales, Bracknell and East Sussex

There is still time to register for PA's live regional lunch CPD events

clock 04 October 2024 • 1 min read
Financial services must 'avoid ESG acronym' to promote sustainability

Green

Financial services must 'avoid ESG acronym' to promote sustainability

‘Responsibility’ and ‘sustainability’ terms more favourable among clients, association CEO cautions

clock 04 October 2024 • 2 min read
Profession must challenge perception of advisers 'hangover'

Your Business

Profession must challenge perception of advisers 'hangover'

‘Definitely social mobility in the profession’

clock 04 October 2024 • 1 min read
Five-figure LISA penalties add fuel to ISA change calls

ISAs

Five-figure LISA penalties add fuel to ISA change calls

Some savers charged more than £11,000 over LISA withdrawals

clock 03 October 2024 • 3 min read
FCA's SDR regime 'unnecessarily cryptic'

Green

FCA's SDR regime 'unnecessarily cryptic'

Industry facing growing complexity amid SDR labelling challenges

clock 03 October 2024 • 2 min read
'Double default' AE savers represent massive advice opportunity

Pensions

'Double default' AE savers represent massive advice opportunity

AE a success but ‘more needs to be done’ to help with complex decisions

clock 03 October 2024 • 2 min read
Titan Wealth Group launches division

Companies

Titan Wealth Group launches division

Settlement and custody arm led by Mike Fullalove

clock 03 October 2024 • 2 min read
UKSIF CEO: Labour lacks 'clear vision' on green finance promotion

Green

UKSIF CEO: Labour lacks 'clear vision' on green finance promotion

Responsible finance association CEO ‘disappointed’ with government’s sustainability take

clock 03 October 2024 • 2 min read
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