Friday, 12 September 2025
Articles

Fintech Origo has appointed Chartered Accountant Vivienne Sacco as chief finance officer.

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Octopus Group’s financial advice proposition Octopus Money has added AI assistants to help with administrative and planning tasks.

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Client acquisition (34%) and client retention (23%) are the top business priorities for financial advisers over the next 12 months, according to IFA directory Unbiased.

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ISA provider The Children’s ISA (TCI) has migrated its 126,000 ISA and Junior ISA accounts away from Embark to white label platform provider Quai Digital.

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The Treasury Committee has criticised the government for not heeding its warnings that the Lifetime ISA (LISA) required reform.

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Three finfluencers appeared before Westminster Magistrate’s Court yesterday, each charged with an offence relating to their social media posts.

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The FCA has proposed further cuts to data reporting requirements by reducing the frequency of submissions for selected sections of the Retail Mediation Activities Return (RMAR).

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Financial planning-led wealth manager Atomos has partnered with fintech Fincalc to strengthen its centralised retirement proposition and client onboarding processes.

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Savers could be losing £1.7bn from their pension pots due to poorly informed transfers made in the year to 30 June, according to master trust People’s Pension.

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Wednesday, 10 September 2025
Articles

Consultancy firm Barnett Waddingham has appointed Emily Crotty as head of SIPP risk and Rebecca Smith as head of SIPP finance.

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