‘Consolidator consolidation is inevitable’: Advice firms in 2024
Dec 19, 2024 · Lois Vallely – Illustration by Dan Murrell. Advice firms have had a lot to contend with in 2024: a deluge of regulation, a change of government leading to uncertainty over financial policy and ...
Money Marketing : UK latest financial news
Money Marketing is a monthly magazine for financial intermediaries, delivering breaking news, analysis, opinion, podcasts and video content. Register now for your free financial news updates.
Guardian sets out adviser strategy for 2025 | Money Marketing
Oct 21, 2024 · Protection challenger Guardian has outlined its adviser strategy for 2025. It includes “deepening quality relationships” with advisers and firms alike to deliver good customer outcomes. The ...
M&G to exit platform market - Money Marketing
Sep 4, 2024 · M&G has confirmed it will exit the platform market as part of its simplification plans, it said in its half-year results today (4 September). In May 2020, M&G announced plans to buy Royal London ...
True Potential hires new CEO from Tesco Bank | Money Marketing
Oct 7, 2024 · True Potential has announced Tesco Bank CEO Gerry Mallon as its new chief executive officer. He will replace the platform investment firm's co-founder and CEO Daniel Harrison, who announced last ...
TCC: What do the Duty’s four outcomes mean in practice?
Oct 18, 2022 · The FCA’s transformative Consumer Duty legislation is underpinned by four outcomes, which describe the level of service and positive results firms need to be able to deliver for their clients.
It’s time to save SSAS from extinction - moneymarketing.co.uk
Nov 7, 2024 · The entrepreneurial self-investment capability still has a solid place within the advice sector, particularly to meet the practical needs of small and medium-sized enterprises – in other words ...
Leader: Why good financial advice is a tricky balancing act
Nov 11, 2024 · Tom Browne – Illustration by Dan Murrell. Back in September, Money Marketing’s cover story looked at the importance of psychology in financial advice and how it could help advisers gain a ...
Learning from M&G's mistakes: How product providers should …
Oct 17, 2024 · To those providers pondering on leaving or entering the advice market, here are my suggestions for making it work: Reduce the hurdle of cash savings: Three months spending in cash can take five to ...
Rachel Reeves announces 40% relief on business rates
Oct 30, 2024 · Chancellor Rachel Reeves has announced a 40% relief on business rates for the retail, hospitality and leisure industry in 2025/26, up to a cap of £110,000 per business.