Fintech Protection Guru has launched a price and criteria comparison tool for financial advisers seeking protection policies for clients.
Read more ...Planner firm launches open banking-powered app
- Tuesday, 10 May 2022
- Articles

Open data and payments platform Moneyhub and financial analytics provider Envizage have developed an open banking-powered Financial Planning application for Financial Planning network the Academy of Life Planning.
Read more ...AJ Bell drops multi-asset fund charges 38%
- Tuesday, 10 May 2022
- Articles

Fund charges for five AJ Bell multi-asset funds have been reduced by over a third over the past five years to 0.31%.
Read more ...FinCalc adds two-way integration with Iress Xplan
- Tuesday, 10 May 2022
- Articles

FinCalc has developed two-way integration for its cashflow and DB transfer software with Financial Planning and wealth management software solution Iress Xplan.
Read more ...FCA and PRA drop fines and ban on ex-CEO
- Tuesday, 10 May 2022
- Articles

The FCA and PRA have dropped plans to ban and fine a former CEO - accused of paying his wife excessive sums to avoid tax - following a damning Upper Tribunal judgment.
Read more ...32,000 families reclaim overpaid IHT
- Monday, 09 May 2022
- Articles

Families have made close to 32,000 successful reclaims for overpaid inheritance tax in the past six years, according to HMRC.
Read more ...FCA bans 5 advice firm directors for pension mis-selling
- Monday, 09 May 2022
- Articles

The Financial Conduct Authority has banned five directors of financial advice firms from working in financial services and fined them over £1m.
Read more ...Investment Association launches lost assets tool
- Monday, 09 May 2022
- Articles

The Investment Association, the fund managers' trade body, has launched a new tool to help investors find lost assets.
Read more ...Financial problems hitting mental health for many
- Monday, 09 May 2022
- Articles

A survey of wealth and wellbeing has revealed a direct link between poor financial health and loneliness and mental health issues.
Read more ...FCA CEO defends staff pay packages
- Friday, 06 May 2022
- Articles

FCA CEO Nikhil Rathi has defended the pay packages of staff - some of whom went on strike this week - as “possibly the best package” among UK regulators.
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