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Equity Release Council launches legal guide and champions lawyers’ safeguarding role with vulnerability insights report
The Equity Release Council has launched a Legal Guide to Equity Release as well as a new report, Vulnerability Vigilance, exploring the most common customer vulnerabilities…
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A best-practice guide for client vulnerability
Identifying and supporting vulnerable clients is easier said than done. Identification can often be a reactive process; highly subjective and inconsistently deployed,…
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BAT Software launches AI File Checker to revolutionise file checking in financial services
BAT Software has announced the release of its ground-breaking Artificial Intelligence (AI) file-checking tool, which is set to automate and enhance the…
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Fixed income: funds for capitalizing on the upcoming rate cuts
Financial markets are expectant about future rate cuts by central banks. Every analyst is trying to discern when the interest rate cuts…
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Empowering communities, One Mind at a Time: By Andrew Smith, CEO of MoneySavvy
We are more than aware of the growing importance of mental strength and financial resilience, a problem that is affecting an increasing…
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Fundscape Platform Data Q1/24 – Light at the end of the tunnel?
Platform assets rose by £89.4bn in the first quarter of 2024, a rise of 9.4%, but not all of it was market…
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Sunak calls for Summer General Election – What are the personal finance priorities for the upcoming election campaigns?
Following the calling of a summer general election, to be held on 4 July, by Rishi Sunak, AJ Bell highlights six personal…
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HoC Education Committee’s report marks significant step forward for financial education: reaction from Quilter and Mybnk
Today the House of Commons Education Committee report into strengthening financial education titled ‘Delivering effective financial education,’ has been released, following an…
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Morning Markets – Public sector finances put Tories and Labour in a bind as election looms
Lindsay James, investment strategist at Quilter Investors comments on the latest financial market news, including UK public sector finances: “After the IMF pointed…
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Three ways to know if you have the right Consumer Duty mindset – Redington
Almost a year on from its introduction in July 2023, Consumer Duty has been a wakeup call for wealth and advice firms.…
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