Business and Development
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FE fundinfo levels up its forecasting platform with FE CashCalc integration
FE fundinfo, today announced the launch of a strategic integration between its award-winning portfolio analysis tool, FE Analytics, and its cashflow planning solution FE…
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Canada Life appoints Emma Watkins as UK CEO
Canada Life is pleased to announce the appointment of Emma Watkins as UK Chief Executive Officer, effective 1 September 2025, subject to…
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Shackleton acquires the Chetwood Group
Shackleton Advisers Limited (“Shackleton”) is pleased to announce the acquisition of the Chetwood Group, further strengthening its presence in the South West…
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More good news for firms that have written DB pension transfer advice
Expected redress payments arising from Defined Benefit transfer advice remained broadly stable during the second quarter of 2025. First Actuarial’s Redress Tracker…
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New study reveals half of UK financial services customers are vulnerable but many are unaware of this
More than half of financial services customers in the UK would now qualify as being vulnerable, up 7% in one year, according…
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ValidPath launches independent Client Buyout Programme to support advisers to exit and retire
ValidPath, the network for independent financial advisers, has today launched its Client Buyout (CBO) Programme, a comprehensive succession and acquisition solution designed to…
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Navigating customer sentiment: why consistency is key in financial services
Written by Jake Sandford, Smart Money People May brought a slight cooling in customer sentiment across the UK’s financial services sector. While…
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From hurdles to horizons: AI adoption in financial services under the EU AI Act
As EU lawmakers refine the AI Act, financial services firms must navigate a shifting landscape where compliance, innovation and risk management collide.…
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Guest insight: Smart Money People’s Jess Trueman highlights why supporting customer vulnerability is so important
In July 2023 the FCA’s Consumer Duty finally took effect. In the following blog for IFA Magazine, Jess Trueman (pictured) of Smart…
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Transact set to launch new integration with Plannr
Transact and Plannr are delighted to share details of a new integration, which will speed up the account opening process – saving…
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