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‘Disjointed’ MPS management on platforms lead to unreliable outcomes

Both “disjointed and manual processes” used for the management of model portfolio solutions (MPS) on platforms are leading to “inconsistent and unreliable outcomes” for end-clients.

Money Marketing
18 Jun 2024

Triple lock sways over-40s voting intentions as general election approaches

A large proportion of over 40s are taking the triple lock into consideration when it comes to casting their vote in the upcoming general election. Over half (51%) of those surveyed by My Pension Exper

Money Marketing
18 Jun 2024

The Morning Briefing: Guardian increases critical-illness payouts; Chancery Lane switches to four-day week

Good morning and welcome to your Morning Briefing for Monday 17 June 2024. To get this in your inbox every morning click here. Guardian increases payouts on critical-illness cover Protection challenge

Money Marketing
17 Jun 2024

Guardian increases payouts on critical-illness cover

Protection challenger Guardian has increased the amount it will pay when a policyholder is diagnosed with a condition that meets one of its additional payout definitions from 25% to 50% of the cover a

Money Marketing
17 Jun 2024

Chancery Lane switches to a four-day week to support grandparents

Chancery Lane has shifted to a four-day work week to help support its employees who are parents and grandparents. Under the new structure, Chancery Lane employees will only be contracted to work from

Money Marketing
17 Jun 2024

Chase de Vere profit rises amidst double acquisition in 2023

Chase de Vere has reported profit before tax of £25.4m in 2023, an increase compared to a profit before tax of £24.7m in 2022.

Money Marketing
14 Jun 2024

Advisers waking up to the benefits of artificial intelligence

The proportion of advisers who consider the development of artificial intelligence an opportunity is on the rise, Schroders has revealed.

Money Marketing
14 Jun 2024

Exclusive: Tenet sells compliance business to TFAS to ensure ‘continuity and growth’

Independent financial services and digital marketing group TFAS Enterprises has announced the acquisition and management buyout of Tenet Compliance Services (TCS).

Money Marketing
14 Jun 2024

AMI chief executive Sinclair steps down after 16 years

Robert Sinclair, chief executive of the Association of Mortgage Intermediaries, is to retire from the role after 16 years. The veteran protection and mortgage specialist made the disclosure last night

Money Marketing
14 Jun 2024

MainStreet Partners launches SDR tool to support fund buyers

MainStreet Partners has launched a Sustainability Disclosure Requirements (SDR) market solution to support fund buyers.

Money Marketing
14 Jun 2024

Best Insurance launches AI-driven underwriting solution

Protection specialist Best Insurance has launched a new AI-driven underwriting solution set to revolutionise the Accident, Sickness and Unemployment (ASU) market. Incomeadora, supported by Collinson I

Money Marketing
14 Jun 2024

Continuum adds chartered planner in St Albans

National financial advisory firm Continuum has appointed James Barber as a chartered financial planner based in St Albans. He will serve clients across north London and Hertfordshire. Barber joins fro

Money Marketing
14 Jun 2024

The Morning Briefing: Diversity in Pensions appoints new chair; EV expands income drawdown functionality

Good morning and welcome to your Morning Briefing for Friday 14 June 2024. To get this in your inbox every morning click here. Diversity in Pensions appoints new chair Jenny Davie, The Pension Regulat

Money Marketing
14 Jun 2024

Diversity in Pensions appoints new chair

Jenny Davie, The Pension Regulator’s (TPR) head of regulatory transactions and frontline services, has been appointed chair of Diversity in Pensions. Davie has worked at TPR for 17 years across a rang

Money Marketing
14 Jun 2024

EV expands income drawdown functionality with Just Group’s SLI solution to EVPro software

Financial services technology provider EV has expanded the functionality within its EVPro adviser software to include Just Group’s Secure Lifetime Income (SLI) solution. SLI delivers a guaranteed inco

Money Marketing
14 Jun 2024

MMI London: Choosing the right systems and tech stack

Successfully managing an advice company depends on choosing the right technology systems and processes for your business. Many financial advisers instinctively select best-of-breed tools and software

Money Marketing
14 Jun 2024

Advisers realising Consumer Duty has ‘real teeth’, Schroders finds

There is a growing recognition among advisers that the Consumer Duty has "real teeth" and will require ongoing effort to ensure the successful implementation of its requirements, Schroders has found.

Money Marketing
13 Jun 2024

Quilter calls for urgent action on pension transfer delays

Quilter has called on the Department for Work and Pensions to take urgent action to resolve pension transfer delays. The wealth manager made the call following a new freedom of information (FOI) data

Money Marketing
13 Jun 2024

Vitality pays £117m in protection claims

Vitality paid out a total of £117m in protection claims in 2023. The sums paid by the insurer amount to £83.5m in life insurance, £1m in income protection and £32.7m in serious illness cover claims. V

Money Marketing
13 Jun 2024

Action group created to reform ‘outdated’ LoA process

The Pension Lab has announced the creation of a new action group aimed at reforming the Letters of Authority (LoA) process. The Fix LoA Action Group (FLAG) will bring together a diverse coalition of o

Money Marketing
13 Jun 2024

CII appoints two board members

The Chartered Insurance Institute (CII) has announced the appointment of two new board members. Dr Desmond Bermingham will join as chair of the Education & Learning Committee (ELC) and Jon Graham as chair of the Audit & Risk Committee (ARC).

Money Marketing
13 Jun 2024

Labour manifesto commits to pensions landscape review

The Labour Party has committed to reviewing the UK pensions landscape if it gets into power after the general election on 4 July.

Money Marketing
13 Jun 2024

The Morning Briefing: SJP hires new CFO; M&G Wealth appoints CMO

Good morning and welcome to your Morning Briefing for Thursday 13 June 2024. To get this in your inbox every morning click here. SJP hires new CFO to succeed Craig Gentle SJP has hired Caroline Waddin

Money Marketing
13 Jun 2024

SJP hires new CFO to succeed Craig Gentle

SJP has hired Caroline Waddington as its new chief financial officer. She will succeed Craig Gentle, who will be retiring from the business. Waddington will join SJP in the second half of the year, at

Money Marketing
13 Jun 2024

M&G Wealth appoints new CMO

M&G Wealth has appointed Lisa Worley as Chief Marketing Officer. She brings over two decades of marketing experience in the wealth and investment management sector and will be responsible for marketin

Money Marketing
13 Jun 2024
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