New research from VitalityInvest has found almost half (44%) of advisers do not believe technology can play a role in helping to close the advice gap - the gap between those with and without access to affordable financial advice.
Read more ...Phoenix appoints ex-Aviva boss Briggs as CEO
- Friday, 08 November 2019
- Articles

Former Aviva UK Insurance CEO Andy Briggs is set to replace the retiring group chief executive Clive Bannister at the helm of Phoenix Group Holdings.
Read more ...Over 50% of adviser queries are on death benefits rules
- Friday, 08 November 2019
- Articles

Over half of technical queries received by SIPP operator Curtis Banks over the past month have concerned the subject of death benefits.
Read more ...First cohort achieves new CFP certification, CISI reveals
- Friday, 08 November 2019
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The Chartered Institute for Securities & Investment (CISI) has revealed the first cohort of successful achievers for its new CFP certification pathway.
Read more ...Better educated ‘most at risk’ of pension scams
- Friday, 08 November 2019
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New analysis by the FCA and The Pensions Regulator has revealed that university graduates were the most likely to be at risk of pension scammers.
Read more ...MPC votes 7-2 to maintain BoE base rate at 0.75%
- Thursday, 07 November 2019
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The Bank of England’s Monetary Policy Committee has voted 7-2 to maintain the bank’s base rate at 0.75% for November.
Read more ...Transfer values plunge in October but activity up
- Thursday, 07 November 2019
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Defined benefit pension transfer values fell by 4% in October - one of the biggest declines seen in several years.
Read more ...Jupiter poaches Schroders director to be new chair
- Thursday, 07 November 2019
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Jupiter has appointed former Schroders non-executive director Nichola Pease to be its new non-executive chair from March 2020.
Read more ...TPR says 16m now covered by Master Trusts
- Thursday, 07 November 2019
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The Pensions Regulator says 16 million pension pots are now ‘better protected’ after all the existing schemes have been authorised and moved to the new rules.
Read more ...Mercer launches all-in-one personal finance dashboard
- Wednesday, 06 November 2019
- Articles

Mercer has unveiled Mercer Money, a personal finance and ‘financial wellness’ platform allowing a company’s employees to manage their personal finances in one place.
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