A fourth London Paraplanners Powwow is in the offing, organisers say, as advisers were told they could learn a lot from the rapidly expanding movement.
Jargon must be binned as part of an FCA shake up to simplify switching between cash savings accounts, providers have been told.
A one-day target for finance firms to resolve customer complaints is to be abolished while premium rate charges will be banned.
The chief executive of HSBC has taken up a key regulatory role by becoming the new chair of the FCA Practitioner Panel.
Robo-advice is a “tremendous asset” to planners who will all be utilising such tools in coming years, says Life Planning founder George Kinder.
The number of Fidelity’s customers using Pension Wise before contacting the company has risen to 20%.
Almost half of advisers have been encouraging their clients to invest in multi asset products in response to the current market volatility, a study suggests.
Apple’s former retail chief has been snapped up by Octopus Investments.
An IFP corporate member claims it has created a ‘best of both’ solution to the problem of annuity versus flexi-access drawdown.
Consumer champion Which? has called for the Government and FCA to step in and shake up income drawdown charges.
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