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Editor’s Column: Financial Planning’s ‘new normal’

A new poll of Personal Finance Society members suggests nearly 90% of Financial Planners will never return to the way they worked before the pandemic.

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Fintech launches abridged DB advice service

Fintech firm Wealth Wizards, which combines Chartered Financial Planning and robo advice, has launched an automated ‘algorithmic’ abridged advice service for DB transfers.

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Editor’s Column: It’s a ban - or is it?

The FCA’s long awaited DB transfer review was published today with, seemingly, a ban on contingent charging which turns out to be not a complete ban after all.

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FCA to halt 'most' contingent charging on DB transfers

The Financial Conduct Authority says it will ban most contingent charging on DB pension transfers as part of a raft of measures designed to tackle ‘weaknesses’ in the DB transfer market.

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