Short read
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Worried retirees having to supplement their income amid the cost-of-living crisis, Charles Stanley
Two in five (40%) retirees are worried about their retirement provision due to the continued rises in the cost of living, according…
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FCA warns of impending Consumer Duty deadline
With fewer than 90 days to go until the start of the Consumer Duty the Financial Conduct Authority (FCA) has urged firms…
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M&G Wealth appoints Ella Hugh as Director of Proposition and Marketing
M&G Wealth has appointed Ella Hugh as its new Director of Proposition and Marketing. Ella joins the company from abrdn where she…
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Just a quarter of first-time buyers would opt for a 100% mortgage
Research from the Gradual Homeownership provider, Wayhome, has found that while high house prices and the initial cost of a mortgage deposit are…
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Aegon welcomes Government including families in drive to boost pension credit take-up
The Government is encouraging more individuals to put in a claim for pensions credit. As well as targeting individuals, it is also…
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The Emotional value of financial advice
Financial advice delivers many benefits, but in a time of challenging economic conditions it’s the emotional support that clients value the most,…
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Fleet Mortgages cuts rates on two-year fixes and launches new seven-year Green product
Fleet Mortgages, the buy-to-let specialist lender, has announced reduced rates across its two-year fixed-rate products and the launch of a new Green…
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Perspective acquires four more advice firms plus academy reaches 40 people
Perspective Financial Group Ltd has announced today that it has completed fourfurther acquisitions of advice businesses with the purchase of Tees Valley…
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Firms must adopt a perpetual KYC model to meet rising fraud threat
Regulated firms need to make the switch to a perpetual Know Your Customer (pKYC) model to stay alive to the rising threat…
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The Paraplanner Club Welcomes Sam Patterson as Director and Head of Mentoring
The Paraplanner Club, a free mentoring scheme for paraplanners, is pleased to announce the appointment of Sam Patterson as its new Director…
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