Short read
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Industry standard developed to transform platform account opening for advisers
Advisers will experience significant time savings and enhanced client service due to the development of Criterion’s new Platform Account Opening (PAO) Standard. …
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Simplify Consulting comments on FCA streamlines complaints data reporting requirements for firms
Following the FCA’s announcement to streamline complaints data reporting requirements for firms, Dom House, Lead Consultant at Simplify Consulting, said: “The FCA complaints review announced today…
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New service from The Pensions Regulator to help unlock pensions industry innovation and boost saver outcomes
A new service has been launched by The Pensions Regulator (TPR) to help support innovation in savers’ interests and potentially boost economic…
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M&G Investments launches European equity fund in response to UK investors seeking wider opportunities in Europe
M&G Investments today announces the launch of the M&G European ex-UK Fund (the Fund),to provide access to Europe’s diverse equity markets. The…
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Fund managers sour on the US as tariffs expected to be partially introduced
Fund managers are preparing for Donald Trump’s ‘reciprocal tariffs’ to be partially reintroduced when the 90 day pause expires on 8th July, according…
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Just Mortgages named first national EA broker partner for 100% mortgage from April Mortgages
Just Mortgages, one of the UK’s largest mortgage brokerages, has been named the first national high street estate agency linked broker partners…
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Rathbones Asset Management appoints specialist to multi-asset team
Rathbones Asset Management Limited (RAM), has appointed Thomas Whitfield as the investment specialist for the Rathbone Multi-Asset Portfolio fund range. He will…
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STEP reacts to the Law Commission’s reform of wills, including recommendations that marriage will no longer revoke a will
STEP, the professional body for trust and estate practitioners, has announced its initial response to the publication by the Will Commission of its Report: Modernising…
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Increase in US buyers enquiring about homes for sale in UK
A new report from the UK’s biggest property website Rightmove, reveals that the number of people enquiring from the United States about…
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Origo enhances Unipass Transfer Tracking as service hits over 20,000 pension transfer searches
Over 20,000 pension transfers have been searched for by advisers on Origo’s recently launched Unipass Transfer Tracking portal, as further enhancements are…

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