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News

AI-based vulnerable customer identification tool launches

Technology

AI-based vulnerable customer identification tool launches

Offering comes ahead of Consumer Duty introduction in a few months

clock 21 March 2023 • 1 min read
Allfunds launches dedicated alternatives division

Investment

Allfunds launches dedicated alternatives division

Strong demand from wealth management clients

clock 21 March 2023 • 1 min read
Fax machines remain 'backbone' of UK asset management operations

Investment

Fax machines remain 'backbone' of UK asset management operations

Antiquated technology remains steadfast in investment offices

clock 21 March 2023 • 1 min read
Treasury committed to imminent SMCR call for evidence

Regulation

Treasury committed to imminent SMCR call for evidence

Alongside a separate joint discussion paper by FCA/PRA

clock 21 March 2023 • 2 min read
Living Wage Foundation unveils Living Pension standard

Pensions

Living Wage Foundation unveils Living Pension standard

Standard aims to provide low income workers with sufficient income levels in retirement

clock 21 March 2023 • 5 min read
Fintel targets future growth as Ken Davy exits chair role

Companies

Fintel targets future growth as Ken Davy exits chair role

Fintel names Phil Smith as chair replacing Ken Davy

clock 21 March 2023 • 2 min read
Record IHT receipts up 16% year-on-year with £0.9bn increase

Tax planning

Record IHT receipts up 16% year-on-year with £0.9bn increase

Running total for 2022/23 now £6.4bn, surpassing last year’s final figure

clock 21 March 2023 • 4 min read
FCA scolds 'poor' ESG benchmark providers for 'widespread failing' risk

Green

FCA scolds 'poor' ESG benchmark providers for 'widespread failing' risk

Dear CEO letter outlines the regulator's ESG concerns

clock 21 March 2023 • 2 min read
Lifetime allowance abolition guidance released by HMRC

Pensions

Lifetime allowance abolition guidance released by HMRC

A look at how LTA will work clients with workplace pension schemes

clock 20 March 2023 • 2 min read
Perspective inks three acquisition deals and locks in eleven more

Your Business

Perspective inks three acquisition deals and locks in eleven more

Three firms in Huddersfield, Cardiff and Whitstable snapped up

clock 20 March 2023 • 1 min read
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