Business and Development
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FCA’s Value for Money framework proposal overlooks valuable nuances within DC universe – Broadstone
Broadstone, a leading independent financial services consultancy, has responded to the Financial Conduct Authority’s (FCA) proposals for its Value for Money Framework…
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Introducing Templi: The AI powered suitability report writer
Belfast, Northern Ireland – Templi, an AI-powered software solution, has launched in early September 2024. Designed for paraplanners and advisers, Templi allows…
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Govt’s confirmed Dashboards commitment highlights connection priority
The Government’s confirmation this week of its commitment to the Pensions Dashboard re-emphasises the priority need for pensions providers and administrators to…
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IFA Magazine congratulates all the winners of this year’s prestigious CISI Financial Planning awards
The Chartered Institute for Securities & Investment (CISI) has today announced and also has congratulated all the winners of their Financial Planning…
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Pension transfer times at lowest since pandemic
Pension transfer times are at their lowest since the end of the pandemic in 2021, new data from the Origo Transfer Index…
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Financial advisers remain optimistic despite the impending Great Wealth Transfer, finds Natixis Investment Managers’ survey
With $84 trillion set to pass from one generation to the next over the next 20 years, global financial advisers are feeling…
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Legal lens: BDB Pitmans’ Meredith Lawton explains the growing importance of IFAs in divorce proceedings
IFAs are playing an increasingly important role in divorce proceedings, working closely with divorce lawyers. In the following blog for IFA Magazine,…
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Conquest and PlannrCRM partner up to optimise planning workflows for advisers
Conquest Planning, a technology platform modernising financial planning with customised and convenient advice, has today announced its partnership with PlannrCRM, a next-generation…
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Taxpayers spent over 700 years on the phone to HMRC in the past year as average wait times get worse
Taxpayers spent a total of 719 years and eight months on the phone to HMRC in the year to June 30 2024…
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Study reveals anxiety is stopping over 55s spending money on things they need – Oxford Risk
A fear of running out of money is stopping over-55s from buying things they actually need, underlining the role of emotions and…
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