Chloe Gronow
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Criterion launches new industry standard to streamline investment Letters of Authority
Criterion, the independent integration standards body, has today launched its new Letter of Authority (LoA) Checklist standard for investment products. The new…
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The Flower Group launches analysis solution to help advice firms grow
The Flower Group today announces the launch of powerful all-in-one data analysis tool Growth Centre, designed to support the commercial growth of…
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14% rise in ‘deathbed marriages’ over five years as couples wed to avoid 40% IHT burden
The number of short notice marriage applications, often referred to as ‘deathbed marriages’, jumped 14% in 5 years, rising from 1,420 to…
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Panic at the Budget, is tax-free cash at risk?
As Budget speculation swirls once again, rumours of a cap on the 25% tax-free lump sum have sparked concern among pension savers.…
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Rathbones: Portfolio management load cuts growth of IFAs by up to 20% firms say
UK financial advisers believe their current focus on portfolio management is costing them new business and hindering their ability to help people…
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Fidelity Personal Investing launches ‘Freya’, a conversational AI interface to support customers’ needs
Fidelity International, the investment and retirement business, has announced the launch of ‘Freya’, an innovative AI conversational interface designed to enhance the…
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Use of regulated advice by pension dippers is heading lower, latest FCA data reveals
Fewer people are taking regulated advice before accessing their pensions, with only 31% doing so in 2024-25. Just Group highlights the steepest…
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Later life borrowers risk being underserved under the current regulatory framework
Later life borrowers risk being “significantly underserved” in today’s market, Key Group’s Charlotte Allen, Chief Risk and Compliance Officer warns in response…
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Many popular VPNs secretly controlled by handful of firms linked to China, warns cybersecurity experts
Cybersecurity experts NymVPN are warning UK consumers to be cautious of many popular virtual private network (VPN) apps, after a new report by academics…
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New principal appointment enhances Blackfinch Ventures’ support for founders and investors
Blackfinch Ventures is delighted to announce the appointment of Dr Simon Porter as Principal, reinforcing the commitment to a multidisciplinary team that…
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