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1 week ago | 
moneymarketing.co.uk | Momodou Musa Touray |Nita Patel
Life insurance broker Reassured has partnered with the behavioural science consultancy Unconventional Wisdom to improve customer experience. The partnership is focused on providing Reassured customers with a better experience after a life insurance policy has been purchased. The 10-week project started with a customer research exercise to understand any areas where Reassured could enhance the experience it delivers to its customers.
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4 weeks ago | 
moneymarketing.co.uk | Darius McQuaid |Nita Patel
Scottish Widows Pension Investment Approaches (PIA) is “evolving” with the launch of Scottish Widows Lifetime Investment. Lifetime Investment, the new pension default, will be available immediately for new employers and for all customers on a self-select basis. Existing customers, who are invested in the current £60bn+ PIA default offering, will also transition to the new default.
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1 month ago | 
moneymarketing.co.uk | Momodou Musa Touray |Dan Cooper |Darius McQuaid |Nita Patel
A coalition of consumer groups has urged the Financial Conduct Authority (FCA) to drop its controversial email deletion policy. In an open letter to the Treasury, parliamentarians and other key individuals, the coalition argues that the policy, which is due to come into effect from 1 April, would undermine attempts to hold the FCA to account.
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1 month ago | 
moneymarketing.co.uk | Tom Browne |Dan Cooper |Momodou Musa Touray |Nita Patel
Good morning and welcome to your Morning Briefing for Tuesday 18 March 2025. To get this in your inbox every morning click here. Fintel core revenue jumps 22% in ‘seminal year’Fintel’s results for the year ending 31 December 2024 show that the company’s core revenue jumped 22% to £68.9m, up from £56.6m the previous year. These results, published today (18 March), were fuelled by £15m in revenue from newly acquired businesses, a sharp rise from just £1.5m in 2023.
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1 month ago | 
moneymarketing.co.uk | Tom Browne |Darius McQuaid |Nita Patel
TrinityBridge has unveiled a £35m investment programme aimed at upgrading its technology and operations infrastructure as it embarks on a new chapter as an independent business. The investment is designed to enhance client experience, improve operational efficiency and position the firm as the leading UK destination for wealth-management professionals and their clients.
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1 month ago | 
moneymarketing.co.uk | Tom Browne |Darius McQuaid |Nita Patel
Wealth managers and financial advisers are losing an estimated £517m annually due to inefficiencies in platform switching. This is according to new research by AI-driven data management specialist Woven Advice, published in the white paper Platform Switching Eats Strategy for Breakfast. The study highlights the financial and operational risks caused by poor data quality and inadequate system integration between advice firms, platforms and their clients.
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1 month ago | 
moneymarketing.co.uk | Dan Cooper |Darius McQuaid |Nita Patel
Nucleus has renewed its call for an independent commission in an open letter to the new pensions minister Torsten Bell. It has also sent the letter to other decision-makers across the political spectrum. The letter marks Nucleus’s third call for a non-departmental government commission, prompted by a lack of progress in the public’s confidence in securing a comfortable retirement and growing uncertainty surrounding the pensions system.
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1 month ago | 
moneymarketing.co.uk | Darius McQuaid |Jess Franks |Nita Patel
Good morning and welcome to your Morning Briefing for Monday 10 March 2025. To get this in your inbox every morning click here. Exclusive: Clifton Wealth Partnership pushes for growth with seven new dealsClifton Wealth Partnership has bought seven advice businesses from across England and Wales. The firm has today (10 March) announced that the deals have completed following a successful acquisition and integration process.
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1 month ago | 
moneymarketing.co.uk | Momodou Musa Touray |Darius McQuaid |Jamie Jenkins |Nita Patel
A man has been jailed for four years for illegally operating a crypto ATM network worth over £2.5m. Olumide Osunkoya, 46, was sentenced on Friday (28 February) at Southwark Crown Court. Osunkoya pleaded guilty to five charges, including money laundering, at an earlier hearing in September. He is the first person to be prosecuted for illegally operating crypto ATMs in the UK.
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1 month ago | 
moneymarketing.co.uk | Kimberley Dondo |Matthew Connell |Nita Patel
View more on these topicsAdvisers Podcast In conversation with In this episode, Kimberley Dondo speaks with Dan Boardman-Weston, CEO of BRI Wealth Management, about the AI investment frenzy, the UK’s economic challenges, and where investors can find stability. They also discuss portfolio strategies amid high interest rates, the impact of Trump’s second term on UK investors, and whether UK equities are undervalued or facing deeper issues. Listen now:
