FCA revamps rules for MiFID investment firms

 

The FCA has today published final rules to “streamline and simplify” the prudential requirements for solo-regulated UK firms authorised under the Markets in Financial Instruments Directive (MiFID). 

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Low cost adviser launches auto-review service

OpenMoney, a low cost online financial advice service, has launched an automated annual review service to nudge clients to update their financial details, investment goals and risk preferences at least once a year.

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AIC calls for KIDs to be suspended

The Association of Investment Companies has criticised proposed FCA reform to Key Information Documents (KIDs) as “tinkering around the edges” and wants KIDs suspended prior to major reform.

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FCA joins TikTok to reach younger investors

The Financial Conduct Authority has joined media platforms TikTok and YouTube as part of its InvestSmart campaign.

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NS&I launches Green Bond at 0.65% for 3 years

NS&I, the government’s savings arm, has today launched its eagerly-awaited new Green Savings Bond which will offer a gross rate of 0.65% fixed for 3 years.

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FCA calls for extension to its regulatory remit

The Financial Conduct Authority has called for an extension of its powers in its latest Perimeter Report.

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Wealth managers react as IHT burden rises

The Government collected £3.1bn in inheritance tax (IHT) between April and September, a rise of 22% (£0.7bn) year on year.

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Ex-Financial Planner launches new life coaching firm

Experienced former Financial Planner Tony Fields has launched a new 'post-pandemic' personal coaching business called The Katalyst Coach.

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Planners split on role of diversity programmes

The Personal Finance Society is working on producing guidance on diversity and inclusion programmes for Financial Planners.

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