Fees

Companies | 9 Nov 23

Advisers switching fee structures in reaction to Consumer Duty fair value

With 3% of firms still in noncompliance

Companies | 2 Nov 23

IBOSS renames ‘Income’ MPS

Following a company review with advisers

One in 25 expecting a million pound inheritance - survey

Industry | 31 Oct 23

Seven out of ten Brits do not include digital legacy in their wills

As half of clients still have not connected a family member to their financial services

Companies | 17 Oct 23

Evelyn Partners Core MPS team increases government bond exposure

Shift will result in a decrease in corporate bonds and alternative assets

Customer satisfaction measurement unhappy okay and happy faces on coloured red yellow green wood blocks - Commercial business success client rating metrics scale - Excellence, KPI and feedback concept

Companies | 10 Oct 23

Companies continue to increase mental health awareness – CCLA IM

95% of companies now acknowledge mental health as important to business