Sue Whitbread
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Intra-day pensions transfers increase in 2020
The number of ceding pensions transfers carried out within a day increased in 2020, annual figures for Origo’s Transfer Service show. The Fintech, which…
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PIMFA: little regulators can do to stop fraud without action from Government
PIMFA, the trade association for the wealth management and financial advice industry, is disappointed but not surprised by the latest data from…
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EQ Investors announces appointment of Victoria Hasler as Head of Fund Research
EQ Investors (EQ), the B Corp wealth manager, announces the appointment of Victoria Hasler, as the new Head of Fund Research. At…
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Equilibrium donates record amount of charitable aid in 2019/20 fiscal year
Equilibrium has made a name for itself as a financial planning firm with a difference. Founded in 1995 by Colin Lawson, the…
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Ethical and sustainable funds among best performers in 2021 FE fundinfo Crown Ratings
In a year where ESG investing has hit the mainstream, ethical and sustainable funds have been among the best performers in the…
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Square Mile’s 3D investing: new ratings and certifications in Q4
Six funds awarded AAA 3D Impact ratings Four funds awarded AA 3D Impact ratings Three 3D Fund Certifications 3D Investing, Square Mile’s…
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ONS data lays bare the pandemic paradox
ONS analysis released today shows the damage the pandemic has inflicted on personal finances By December 2020, more than 9 million…
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Nucleus launches low-cost outcomes-based managed portfolio service
Nucleus, the adviser built wrap platform, has launched a fully integrated, low-cost, outcomes-based managed portfolio service which has been designed to align client goals directly…
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FCA Proposes CMC fee price cap
The Financial Conduct Authority (FCA) has today published proposals to introduce a price cap on the fees claims management companies (CMCs) charge…
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Defaqto launches market-leading Income Drawdown tool
Defaqto, the independent financial information and technology business has launched its hotly anticipated Income Drawdown workflow within its financial planning software, Defaqto…
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