FCA writes to platforms over interest on cash balances paid to clients
UK watchdog wants to understand how firms have considered their approach to this in line with the Consumer Duty
IFA group opens office in Lincolnshire
As the company looks to expand its footprint across the UK
Best Practice | 13 Jul 23
DIFC Insurance Association joins AILO as affiliate member
In a bid to broaden its network ‘to include other global marketplaces’
Just under half of HNW Brits not taken advice on IHT planning
As majority of UK adults planning to pass on wealth in their lifetime have not considered how and when to do this
Moneyhub teams up with wealth management solutions provider
To improve advisers’ ability to help their clients identify and monitor progress against their goals