Meg Bratley
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FOI reveals scale of fines paid by wealth managers
FOI request shows FCA fines this year are £3.8 million for the adviser and intermediary, platforms, and wealth management categories But failure…
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Majority of regulated firms do not always complete essential identity checks
More than two thirds of regulated firms (70%) do not always complete essential identity checks when taking on new individual customers, new…
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‘Gateway Surveyors reappointed as panel manager for Hanley Economic Building Society’
Gateway Surveyors has today announced that Hanley Economic Building Society is the latest in a series of high-profile businesses to reappoint it…
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Opinion: How double counting is killing the Investment Company sector by Gravis’ Bill Macleod
Written by William Macleod, Managing Director at Gravis Advisory Limited In 2013, during the postmortem of the global financial crisis (GFC), a…
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Aegon’s Steven Cameron predicts Autumn Statement will be pivotal for pensions and investment
Steven Cameron, Pensions Director at Aegon, is predicting the Chancellor’s Autumn Statement, likely the last before the General Election, will produce another…
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Perenna launches “highest affordability” mortgage in the market to first-time buyers
Perenna has officially opened up its flexible long-term fixed rate product (‘The Perenna Mortgage’) to new purchase customers and first-time buyers, within…
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As inflation eases, Moneyfacts reports top fixed savings rate cuts
Some top fixed bond rates have reduced since the last inflation announcement, reaffirming the need for savers to act quickly. Moneyfactscompare.co.uk reveals the top…
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Caitlin Southall, Pension Technical Manager, Curtis Banks comments on the 5 key expectations of the Autumn Statement
Caitlin Southall, Pension Technical Manager, Curtis Banks comments on her 5 key expectations of the Autumn Statement. The Triple Lock policy is…
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Advisers believe the advice gap is their problem survey reveals
The Scottish Widows Investor Confidence Barometer has uncovered that nearly three- quarters (74%) of surveyed Financial Advisers believe that the advice gap…
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Greater personalisation may encourage greater saving and investing in UK although there are limits to how much, PIMFA research finds
A greater focus on personalised communications may help to improve engagement in financial services, a report from PIMFA, the trade association for wealth…
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