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Dynamic Planner adds financial wellbeing questionnaire

Financial Planning fintech Dynamic Planner has launched a financial wellbeing questionnaire enabling advisers to identify client vulnerability characteristics in compliance with the forthcoming Consumer Duty.

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Financial health is top concern for workers

Financial health is now the leading concern for employees, according to a new survey of more than 500 business owners.

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Nest and Wagestream launch 'emergency savings' trial

Research and innovation centre Nest Insight has partnered with financial wellbeing provider Wagestream to launch a new workplace emergency savings pilot.

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Royal London adds wellbeing service to address advice gap

Royal London has launched a financial wellbeing service which it says will help address the advice gap by helping customers to be more financial resilient.

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