News

Platforms

FCA casts cloud over 'poorly planned' platform migrations

Dear CEO letter

clock 06 February 2020 • 1 min read

Investment

Investors plough record amount into tracker funds in 2019

Total retail inflows double the 2018 figure

clock 06 February 2020 • 2 min read

Pensions

Most workers are unaware of pension pot size

More than half (54%) of workers do not know the size of their pension pots, according to research by the Pensions and Lifetime Savings Association (PLSA).

clock 06 February 2020 • 2 min read

Your profession

Regulator appoints two new members to FCA board

Effective 1 April and 1 August

clock 06 February 2020 • 1 min read

Your profession

FCA: Good client fact find will help firms renew PI cover

Dynamic Planner Conference

clock 06 February 2020 • 1 min read

Investment

Square Mile strips ratings from Investec and Franklin funds

Following 33 fund manager meetings in January

clock 06 February 2020 • 2 min read

Your profession

Former youth Olympic bobsledder among SJP's new graduates

Wealth manager trains up 17 advisers in West Midlands

clock 05 February 2020 • 1 min read

Your profession

Dynamic Planner unveils plans to release cashflow modelling service

Improve clients' plans

clock 05 February 2020 • 1 min read

Your profession

The lang cat launches platform due diligence tool

'All-singing, all-dancing due diligence reports'

clock 05 February 2020 • 1 min read

Regulation

Regulator blocks CMS authorisation for withholding information

IFA DB check problem

clock 05 February 2020 • 2 min read