Financial Planning firm makes managed portfolio appointment

Smith & Williamson has been appointed by Truro-based independent financial advisers Worldwide Financial Planning to provide its 5-star Defaqto rated managed portfolio service to clients. 

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Defaqto Content: Helping advisers face compliance challenges

Financial services regulation continues to present major compliance challenges and business opportunities for financial advisers. Suitability letter writing is one of the challenges that financial planning tools can help with.

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‘No job losses’ in SimplyBiz Defaqto takeover

Defaqto has moved to reassure staff that there will be no job losses as a result of its takeover by SimplyBiz.

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Pension Freedoms servicing 'below expectations' - survey

A new survey of financial advisers has found that the servicing of Pension Freedoms business is “well below expectations.”

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