Business and Development
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Aegon announces intention to launch ‘industry leading’ pensions dashboard
Aegon has today announced its intention to launch its own commercial pension dashboard. This follows on from the FCA’s recent publication on…
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Unbiased research reveals the areas in the UK with the highest and lowest asset levels
St Ives, Kensington and St Albans are among the most asset-rich areas in the UK, according to Unbiased, the UK’s leading platform…
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FCA confirms commercial Pensions Dashboards rules but firms in the dark on timescale for delivery
The FCA has today published the rules firms must follow when designing and operating a commercial Pensions Dashboard. Last month Emma Reynolds,…
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CII reveals seven newly Chartered corporate firms
The Chartered Insurance Institute (CII) has announced that seven insurance and financial planning firms have achieved Chartered status over September and October.…
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The opaque ceiling: only half of British employees know what their company board does
All stakeholders have a role in the success of a business, but employees play a unique role in the performance of a…
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It doesn’t matter what vulnerability training or policies advisers have in place if identification isn’t right to start – says Comentis’ Jonathan Barrett
A recent Chartered Insurance Institute (‘CII’) White Paper has urged firms to have a more robust understanding of vulnerability for their customer base. It…
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Trump victory could adversely affect UK expats living in the US, financial advisory firm warns
UK expats living in the United States will be looking cautiously at the position that the incoming Trump administration may take ontaxes,…
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Why investors need to be aware about the rise in Climate Litigation
By Aliénor Legendre, Research Associate at MainStreet Partners As the urgency to address climate change intensifies, the number of climate-related lawsuits is…
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Before AI met wealth management & the tech challenges we forget about
By Fraser Stewart, Co-founder of Lyfeguard In October 2022, the term “artificial intelligence” was barely a whisper in the public consciousness. Though…
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2.9 million teens bring finance to the dinner table
As the cost of higher education, housing and living expenses remain high, teens are becoming more switched on the importance of finances…

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