Articles

  • 2 weeks ago | moneymarketing.co.uk | Mark Sanderson |Dan Cooper |Yasmina Siadatan

    The Financial Conduct Authority (FCA) has challenged advice firms to ensure more clients engage with the ongoing advice services they pay for. The industry had a long, uncomfortable wait to hear from the FCA about the outcome of its review of ongoing advice, based on input from 22 of the UK’s largest advice firms. In the end, the FCA’s review was largely positive. It only found 2% of cases where firms had made no effort to offer a review.

  • 2 weeks ago | moneymarketing.co.uk | Darius McQuaid |Yasmina Siadatan |Nic Cicutti |Salome Asabre

    A new report has outlined what government reforms are required to unlock the private banking and wealth management (PBWM) sector’s “full potential”. The report was released by the Personal Investment Management & Financial Advice Association (PIMFA), UK Finance and KPMG UK today (20 May). The ‘UK Private Banking and Wealth Management: Harnessing the Sector to Deliver Economic Growth’ report outlines four key pillars of reform needed.

  • 2 weeks ago | moneymarketing.co.uk | Darius McQuaid |Robin Powell |Yasmina Siadatan

    Fintegrate has partnered with ZeroKey to empower financial advisers and paraplanners to eliminate manual data entry by connecting their clients’ policies directly into Fintegrate’s platform. By integrating with ZeroKey’s technology, Fintegrate users will save “significant time”, reduce errors, and ensure data integrity as client information flows “effortlessly” between systems. Fintegrate founder and CEO Gurdit Singh said: “We’re thrilled to partner with ZeroKey.

  • 3 weeks ago | moneymarketing.co.uk | Darius McQuaid |Dan Cooper |Yasmina Siadatan

    Good morning and welcome to your Morning Briefing for Monday 12 May 2025. To get this in your inbox every morning click here. Retirees not confident their private pension savings will last for life  Just under half (48%) of mid-retirees aged 65-75 who do not pay for financial advice are confident they are on track to make their private pension savings last for life. This is according to the report Retirement Reality: Managing money in mid-retirement from Aviva and Age UK.

  • 4 weeks ago | moneymarketing.co.uk | Yasmina Siadatan |Dan Cooper |Julie Littlechild

    If I look back over my life so far, I can pinpoint moments of vulnerability. You probably can too. Life events like bereavement, divorce, serious illness, redundancy, or the challenges of running a business can knock us off course — personally and financially — and make us more reliant on those around us for support. These are often the moments when people first seek financial advice.

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