The independent investment research and fund rating firm RSMR has presented its annual fund manager awards this week – recognising some of the top funds and fund firms in the UK.
Read more ...Atomos and SS&C Hubwise to launch wealth platform
- Thursday, 24 November 2022
- Articles

Wealth manager and Financial Planner Atomos has struck a deal with SS&C Hubwise to provide a new platform-style service to the wealth market called ‘Atomos invest.’
Read more ...Women better at holding investment nerve - survey
- Thursday, 24 November 2022
- Articles

Women investors are more likely than men to hold their nerve during financial turmoil but are less likely than men to invest overall, according to a new study.
Read more ...Transfer values slump to new low
- Thursday, 24 November 2022
- Articles

The average pension transfer value, as tracked by XPS's Transfer Value Index, fell by 3% to a record new low in October due to declines in long-dated gilt yields.
Read more ...FSCS forecasts 20% levy cut for 2023/24
- Thursday, 24 November 2022
- Articles

The Financial Services Compensation Scheme is forecasting a 20% cut to its levy requirement for 2023/24 thanks to high levels of surplus built up in the current financial year.
Read more ...Pension savers losing £1.7bn a year
- Wednesday, 23 November 2022
- Articles

Workplace pension scheme members are losing around £1.7bn a year during their transition into retirement due to choosing costly pathways to access their savings, according to a new report.
Read more ...BSPS-linked pension transfer adviser in default
- Wednesday, 23 November 2022
- Articles

Advice firm Bartholomew Financial Limited has been declared in default by the Financial Services Compensation Scheme after facing 12 claims from ex-clients.
Read more ...PFS publishes Consumer Duty guide for Planners
- Wednesday, 23 November 2022
- Articles

The Personal Finance Society has published a Consumer Duty good practice guide to help Financial Planners prepare for the new rules.
Read more ...Planners aim to adapt models to attract younger clients
- Wednesday, 23 November 2022
- Articles

Financial Planners are ready to change their business models in order to attract the next generation of clients, according to a new report.
Read more ...FCA forms ESG code of conduct working group
- Wednesday, 23 November 2022
- Articles

The Financial Conduct Authority (FCA) has formed a working group to develop a code of conduct for ESG data and ratings providers.
Read more ...