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News

Tatton acquires Verbatim funds and signs Fintel distribution deal

Investment

Tatton acquires Verbatim funds and signs Fintel distribution deal

Pay up to £5.8m for Verbatim funds

clock 15 September 2021 • 1 min read
Advisers show 'unprecedented' appetite for technology - NextWealth

Technology

Advisers show 'unprecedented' appetite for technology - NextWealth

Latest NextWealth research

clock 15 September 2021 • 2 min read
PFS president Lord starts second term with CII deregistration pledge

Your profession

PFS president Lord starts second term with CII deregistration pledge

‘No decisions have been made’

clock 14 September 2021 • 2 min read
IFW adds mental health online learning option for members

Your profession

IFW adds mental health online learning option for members

Additional free member benefit

clock 14 September 2021 • 1 min read

Estate planning

Chris Read: Building long-term care provision into centralised retirement propositions

Chris Read shares his thinking around the four stages of retirement income planning in his latest article for Retirement Planner

clock 14 September 2021 • 11 min read
Timeline releases goal visualisation tool for advisers

Technology

Timeline releases goal visualisation tool for advisers

Timeline has rolled out a series of developments to strengthen its financial planning software, as well as reduce adviser technology costs.

clock 14 September 2021 • 1 min read
Standard Life launches lifetime mortgage range with Key Group

Equity Release

Standard Life launches lifetime mortgage range with Key Group

Tapping into £3.89bn equity release market

clock 14 September 2021 • 1 min read
Brooks Macdonald launches 'Inclusive Futures' recruitment programme

Your profession

Brooks Macdonald launches 'Inclusive Futures' recruitment programme

Brooks Macdonald has launched ‘Inclusive Futures’, a programme offering ambitious and talented young people entry-level career opportunities across the firm.

clock 14 September 2021 • 1 min read
Regulator asks pensions industry to help build savers' understanding

Pensions

Regulator asks pensions industry to help build savers' understanding

TPR CEO warned the industry must help savers understand their options

clock 14 September 2021 • 2 min read
Brexit and Covid drive advisers to update CIPs - research

Investment

Brexit and Covid drive advisers to update CIPs - research

Core drivers revealed

clock 14 September 2021 • 1 min read
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