Chartered Financial Planners may develop ‘robo-process’

A firm of Chartered Financial Planners is looking at introducing some form of ‘robo-process’ to be used prior to a first client meeting.

The average UK man’s investment income has become 57% higher than the average woman’s, research suggests.

Britain is stuck in the slow lane, lagging behind countries such as Australia, Sweden and the Netherlands when it comes to a pensions dashboard, the ex-Pensions Minister claims.

About 150-200 candidates are expected to take the new Level 4 Financial Planning and Advice exam in the first year, the CISI says.

The number of people accessing their new State Pension statement has increased by almost 40% in the last 6 months to approximately 400,000, the DWP has said.

A former Towry adviser has been banned for at least two years by the FCA “for engaging in market abuse”.

The FCA has failed to do enough to tackle the cultural problems behind mis-selling by finance firms, a committee of MPs has concluded.

The Bank of England's Money Policy Committee voted unanimously to keep its Bank Rate unchanged today at half a per cent - meaning the record rate of stability has continued beyond its seven year milestone.

The Bank of England's Money Policy Committee voted unanimously to keep its Bank Rate unchanged today at half a per cent - the seventh year of rates at this level.

There is a moral case for tax havens that can be conveniently overlooked, the head of a global advice firm says, as a major anti-corruption summit takes place in London today.