Transact adds Timeline data integration facility
- Tuesday, 10 December 2019
- Articles
Platform Transact has added a facility to allow users of the Timeline pension app to import Transact client portfolio data.
Read more...FCA data shows 4.29m complaints for first half of 2019
- Thursday, 17 October 2019
- Articles
The FCA has revealed it received 4.29m complaints in the first half of 2019.
Read more...Helping a couple left in limbo with decumulation woes
- Wednesday, 06 March 2019
- Articles
A retired couple - and their decumulation strategy - were left in limbo when their adviser moved to the other side of the country but were rescued by a Chartered Financial Planner.
Read more...FCA reveals jump in complaints to over 4 million
- Monday, 29 October 2018
- Articles
FCA data showed an increase in the number of complaints about regulated firms, with more than four million complaints during the first half of 2018.
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