Business and Development
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Ahead of National Pension Tracing Day experts warn of over £13,000 laying unclaimed in ‘lost’ pensions
Ahead of National Pension Tracing Day, this Sunday (27 October), new research from digital wealth manager, Moneyfarm, has found that 29 percent of…
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Trust, understanding, and financial satisfaction drive longstanding advice relationships across the nation
The majority of individuals that receive professional financial advice across the nation have remained with the same adviser throughout, a new study by…
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Titan Wealth acquires Ravenscroft Investments Limited
Titan Wealth today announces that it has entered into an agreement to acquire Ravenscroft Investments Limited (subject to shareholder and regulatory approval), a…
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Wealthtime pioneers innovative business transformation through agreement with Wipro and GBST
Wealthtime, the adviser-focused platform business, has agreed a partnership with Wipro, a leading technology services and consulting company, and its global technology…
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Pensions minister pushes back launch of commercial Pension Dashboards
Emma Reynolds, the pensions minister, has announced that the government’s MoneyHelper Pension Dashboard service will be made available before commercial dashboards. Reynolds…
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Employment Rights Bill and how to get ready for upcoming changes – expert comments
The government’s Employment Rights Bill was presented on 10 October 2024. In the following summary, Rufus Hood, Country Manager UK at digital staffing…
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Could your client be entitled to an NHS Continuing Health Care package? Thought provoking analysis on CHC from Legal expert, Lisa Morgan
Lisa Morgan heads up the nursing care fee recovery team at Hugh James law firm. In the following analysis, Lisa explains what…
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Guest blog | Dynamic Planner’s Yasmina Siadatan shares 5 top tips for future-proofing your advice business – by leading with vision
In her latest column for IFA Magazine, Yasmina Siadatan(pictured), Chief Revenue Officer, Dynamic Planner, focuses on the importance of effective leadership in…
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How advisers can protect their business against cyber threats – practical tips from Morningstar Wealth’s Simon Glover
In the following analysis, Simon Glover, Head of Data, Architecture & Cloud Infrastructure, EMEA, Morningstar Wealth, sets out some of the key…
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2024/25 PFS Personal Finance Awards winners announced
The winners of the 2024/25 Personal Finance Society (PFS) Personal Finance Awards have today (17 October) been announced at the professional body’s…
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