Mariam Pourshoushtari

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FNZ raises US$500m in new capital from shareholders

2 weeks ago | moneymarketing.co.uk | Momodou Musa Touray |Darius McQuaid |Mariam Pourshoushtari

Platform technology firm FNZ has raised US$500m (£388m) in new equity funding from its existing institutional shareholders. FNZ said the new capital will support its long-term sustainable growth. It added that the new investment reflects its shareholders’ confidence in the company’s leadership team, growth opportunities and execution strategy.
A look back at pensions freedoms, 10 years to the day

2 weeks ago | moneymarketing.co.uk | Dan Cooper |Momodou Musa Touray |Paul Morrish |Mariam Pourshoushtari

In October 2014, then chancellor George Osborne used his Budget speech to announce the biggest reforms to pensions in a generation. His plan for pensions freedoms –designed to give savers greater choice when approaching retirement – took everyone, including the regulator, by complete surprise. This “Budget bombshell”, AJ Bell head of public policy Rachel Vahey says, ripped up the rulebook and transformed the way people were able to access their pension pots. “It really hit us all,” she says.
iPipeline appoints Rachel Edwards as managing director

3 weeks ago | moneymarketing.co.uk | Momodou Musa Touray |Lee Coates |Andy Hart |Mariam Pourshoushtari

iPipeline has appointed Rachel Edwards as managing director, UK. Edwards, who joins iPipeline on April 14, will oversee a seven-person leadership team in the UK. She will report directly to CEO Pat O’Donnell. Edwards’ remit includes guiding the UK business strategy and product roadmap to the next stage of growth.
Carlton Hood appointed CEO of Guardian

3 weeks ago | moneymarketing.co.uk | Tom Browne |Mariam Pourshoushtari |Salome Asabre

Guardian has announced the appointment of Carlton Hood as its new chief executive officer, effective from 1 May, subject to regulatory approval. Hood, the former Group CEO of Responsible Life, will take over the leadership of Guardian’s Executive Team. This includes Duncan Mosely (chief operating officer), Nischal Singh (chief financial officer), Hilary Banks (commercial director), and Ruth Starsmeare (group chief technology officer).
Ben Hammond: The evolving questions on AI and advice

3 weeks ago | moneymarketing.co.uk | Ben Hammond |Mariam Pourshoushtari |Darius McQuaid |Kimberley Dondo

The financial advice sector is awash with discussions about the use of artificial intelligence (AI). It’s a hot topic, with OpenAI, Google and Elon Musk all constantly making headlines – and not just for AI-related reasons. But beyond the hype, AI has become an essential tool for advisers, platforms, investment managers and providers. The Lang Cat’s recent State of the Advice Nation (SOTAN) report revealed that most professionals no longer see AI as a threat but are embracing it more than ever.
Platforum: The painfully slow evolution of financial planning technology

1 month ago | moneymarketing.co.uk | Mariam Pourshoushtari |Dan Cooper |Momodou Musa Touray

Financial advisers face mounting pressure to improve efficiency, driven by both regulatory demands and commercial realities. Demand for advice continues to grow – particularly in tax planning, as frozen allowances and upcoming changes to pension inheritance tax relief reshape financial strategies. And clients – and the regulator are increasingly expecting advisers to provide better value for money.
UK wage growth rises along with unemployment: expert reaction

Jan 21, 2025 | moneymarketing.co.uk | Tom Browne |Jess Franks |Ian McKenna |ian mckenna |Mariam Pourshoushtari

Wage growth in the UK has risen to 5.6%, up from 5.2%, marking a notable rebound from the 3.9% low recorded in August 2024. However, while rising wages continue to outpace inflation, market analysts have warned of potential inflationary pressures and economic headwinds.
Why a joined-up approach to technology is vital

Jan 16, 2025 | moneymarketing.co.uk | Mariam Pourshoushtari |Momodou Musa Touray |Darius McQuaid

Advisers are fed up with their technology not being joined up. Poor integration between systems has long been one of advisers’ main bugbears, making even routine tasks unnecessarily complex. Advisers, paraplanners and administrators end up wasting valuable time re-entering data into separate tools, increasing the risk of errors and undermining their productivity.
Advisers are addressing tech integration woes by using fewer systems – Platforum

Dec 6, 2024 | platforum.co.uk | Mariam Pourshoushtari

Advisers are fed up that their technology isn’t joined up. But this problem of poor integration is gradually improving as we reveal in our latest report UK Financial Advisers: Adviser Technology. Poor systems integration is a longstanding bugbear for advisers, because it forces them to enter the same data into separate systems, wasting time and creating errors.
Do clients really need ongoing relationships with advisers?

Oct 29, 2024 | moneymarketing.co.uk | Mariam Pourshoushtari |Momodou Musa Touray

Advisers are servicing more clients than ever. Since 2016, the adviser population has grown by a modest 9%, while the number of ongoing clients has surged by over 60%. Nevertheless, there is under-supply of advice in the UK and only a small fraction of the population receives it.