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Money Marketing
1 天
FCA to tear down regulatory barriers in response to government growth calls
The Financial Conduct Authority (FCA) says it will remove unnecessary regulations and relax some of the rules firms must ...
Money Marketing
1 天
Claire Trott: Navigating annuities and inheritance tax
Since the Chancellor’s Autumn Budget announcement on plans for pensions to be integrated into inheritance tax (IHT) ...
Money Marketing
1 天
Training courses launched to improve standards of protection advice
Two training courses - one of them free - have been launched to address "critical training gaps" in the UK protection ...
Money Marketing
1 天
Quilter repositions portfolios amid bond market performance
Quilter has conducted an ad hoc rebalance across its WealthSelect Managed, Responsible and Sustainable ranges in response to ...
Money Marketing
1 天
The Morning Briefing: Quilter repositions portfolios amid bond market crisis; FCA’s ...
Good morning and welcome to your Morning Briefing for Friday 17 January 2025. To get this in your inbox every morning click ...
Opinion
Money Marketing
1 天
Opinion
Roderic Rennison: Why having a client-first mindset matters
Practically every financial-planning firm owner that I have ever met will tell me that their clients are not only their most ...
Money Marketing
1 天
Reassured adds Scottish Widows to life-insurance panel
Insurance broker Reassured has added Scottish Widows to its life insurance panel. Reassured said Scottish Widows were chosen ...
Opinion
Money Marketing
1 天
Opinion
Weekend Essay: Could we really change the world?
For all my cynicism, I know we’ve got to act on things like hope and belief. That’s how big changes and great achievements start – with someone’s dream, a germ of an idea and dogged determination.
Money Marketing
1 天
Royal London appoints Isabel Hudson as board chair
Royal London has appointed Isabel Hudson as a non-executive director and chair of its board. Hudson replaces Lynne Peacock, ...
Money Marketing
2 天
TILLIT promotes Sheridan Admans to chief investment officer
Investment platform and workplace pension challenger TILLIT has promoted Sheridan Admans to chief investment officer. Admans ...
Money Marketing
2 天
The Lang Cat and Avenir join forces to speed up financial reporting
The Lang Cat and Avenir have teamed up to support financial-advice firms with more efficient reporting. It will cut reporting ...
Money Marketing
2 天
Premier Miton reports positive inflows into open-ended funds
Premier Miton has seen positive net inflows to its open-ended funds during last quarter of 2024. The flows were largely ...
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