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Latest posts
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PDG criticised for lack of transparency on updated membership criteria
The Protection Distributors Group has faced criticism for not disclosing changes to its membership criteria, which has allowed Quilter Financial Planning to become a member despite operating with loaded premiums. The PDG has long argued that loaded premiums are unfair to…
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Transact upgrades intelliflo integration to cut adviser admin
Transact has launched an enhanced version of its contributions and withdrawals integration with intelliflo designed to cut adviser administration. The tool allows advisers to update client records directly from Transact, reducing the need for manual data entry. Developed with…
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Simon Collins: Challenging the ‘tick box’ approach
The FCA’s latest message on market integrity is its desire to see a shift from proving that the right processes were followed to demonstrating that firms can identify, prevent and recover from customer harms, especially as AI, digital distribution and financial crime change how…
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FCA unveils new rules to regulate ESG ratings providers
The Financial Conduct Authority (FCA) has finalised rules bringing environmental, social and governance (ESG) ratings providers under UK regulation for the first time. The new framework, which comes into effect on 29 June 2028, aims to improve transparency, reliability and…
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Leader: ETFs could open the door to a new generation of investors
Exchange-traded funds, or ETFs as they are more affectionately known in the jargon-filled world of financial advice, have come a long way from their origins as a relatively niche and largely passive investment vehicle. The concept is nothing new, of course. The first modern ETF……
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Government sets out guided retirement plans for DC pension savers
The government has launched a consultation on plans to introduce default retirement income options for around 17 million private sector pension savers. The consultation, published today (3 November), seeks to address the challenge of turning defined contribution (DC) pots into a…
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Openwork selects Plannr for adviser technology transformation
The Openwork Partnership has selected adviser technology firm Plannr as a core technology partner for a major platform overhaul. The network said the changes could save advisers up to an hour on each client case. Plannr will provide the central CRM and adviser operating system……
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Ex-FCA supervisor warns FCA is repeating past mistakes
A former Financial Conduct Authority supervisor has warned the FCA is repeating governance mistakes criticised by Parliament more than a decade ago by appointing one of its own non-executive directors to lead a review into its treatment of whistleblower Simon Andriesz. Jasthi…
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The Morning Briefing: Ex-FCA supervisor warns FCA is repeating past mistakes; Openwork selects Plannr for tech overhaul
Good morning and welcome to your Morning Briefing for Tuesday 3 November 2026. To get this in your inbox every morning click here. Ex-FCA supervisor warns FCA is repeating past mistakes A former Financial Conduct Authority supervisor has warned the FCA is repeating governance…
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Chris Jones: The more certain I was, the more often I was wrong
For a long time, there has been profit in the asymmetry of information between our industry and the consumer. In the mid-1980s to mid-1990s, professional intermediaries gained instant access to consistent information through technology. In the mid- to late-1990s, consumers began…
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Gillian Hepburn: Embracing the opportunity and managing the risks of AI
Never a day goes by without another AI headline, research paper, podcast, conference presentation and predictions! However, last week the FCA published two very helpful and positive documents: an AI update and ‘AI in Financial Services: good practice and areas for improvement'.…
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Plannr appoints fintech entrepreneur Guy Tolhurst as CEO
Advice technology firm Plannr has appointed fintech entrepreneur Guy Tolhurst as chief executive as it looks to accelerate growth and strengthen its position in the adviser technology market. Tolhurst joins the CRM and adviser platform provider after working with its leadership…
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Quilter Foundation invests £3.5m in financial education partnerships
Quilter has committed £3.5m in five-year strategic funding to three programmes designed to help people build personal finance knowledge, confidence and skills. The Quilter Foundation has selected Money Ready, Carers Trust and the London Foundation for Banking and Finance (LFBF)…
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FCA outlines remit and timetable for Andriesz investigation
The Financial Conduct Authority (FCA) has set out the scope of its review into whistleblower Simon Andriesz's case. The regulator will examine whether it met its whistleblowing obligations over a period spanning almost a decade, with final findings due in spring 2027. The terms…
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Starting Out: The art of revision, Part 3 – Expert tips from Plannex
Passing any exam relies on the ability to both understand what an examiner is looking for and recall the appropriate information. But the moment when it all clicks into place can seem far away if you are struggling to revise. In the previous part of… The post Starting Out: The…
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Evergreen by Calton signs first established advice firm
Evergreen by Calton has signed its first established financial advice business, with Victor Sacks’ VS Associates joining its self-employed adviser proposition. The firm joined Evergreen in September, marking a milestone for the business, which launched earlier this year under…
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The Morning Briefing: Treasury to investigate barriers to financial services career progression
Good morning and welcome to your Morning Briefing for Thursday 29 October 2026. To get this in your inbox every morning click here. Treasury to investigate barriers to financial services career progression The Treasury is to commission a review into the factors driving employees…
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Budget leaves just 4% feeling more confident about finances
Just 4% of people feel more confident about their personal finances following the Autumn Budget, compared with 25% who feel less confident, according to new polling by Rathbones. The wealth and asset manager found that 58% of respondents felt neither more nor less confident…
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Royal London makes beneficiary nomination default for protection applications
Royal London has made beneficiary nomination the default option for eligible protection applications in a move designed to reduce delays in paying claims and improve outcomes for customers and their families. The change, which went live this month, means beneficiary nomination…
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Looking Ahead: All wrapped up and ready for November
People often laugh – or at least roll their eyes – when I tell them that I do all my Christmas shopping, wrapping and card writing in November. I'm never quite sure whether this reaction expresses admiration or scorn. Either way, I remain convinced that… The post Looking Ahead:…