Moneyhub teams up with wealth management solutions provider
To improve advisers’ ability to help their clients identify and monitor progress against their goals
Moneyhub
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Phoenix Group makes £15m investment in fintech firm
Following £35m funding from Legal & General and Lloyds Banking Group
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Just 8% of insurers comply with incoming Consumer Duty
But regulation could be ‘golden ticket’ to start doing things differently
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Consumer Duty to force wealth firms to rethink business models
While white paper says the regulation will bring adviser-platform relationship closer
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L&G and Lloyds make £35m investment in fintech firm
To help develop solutions around pensions and wealth
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Some advice firms still clueless about Consumer Duty
Yet they have less than a year to comply with the FCA’s rules
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Fintechs join forces to create digital financial planning tool
It will be aimed at the underserved ‘aspiring affluent’ market
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Moneyhub partners with tech firm to ‘automate’ financial planning
It is a ‘big leap forward from other money management apps on the market’
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PEOPLE MOVES: Schroders, Neuberger Berman, Standard Chartered
Veteran fund manager to retire, while investment management firm hires head of Emea insurance
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Why are financial advisers shying away from technology?
The advice industry is shrinking and so is its customer base, but innovation could bridge the gap
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£20bn withdrawn since pension freedoms launched
The popularity of the UK’s pension freedoms is showing no signs of slowing, with almost £20bn ($26.2bn, €22.4bn) having now been flexibly accessed since the reforms launched in April 2015, according to the latest figures from HM Revenue & Customs.
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Pay gap following women into retirement
Women retiring in 2018 will have 29% less income than men, according to research by Prudential which highlights that the UK’s gender pay gap remains a major issue.