Jenna Brown

Don MacIntyre, the interim CEO at the Personal Finance Society (PFS), is to step down from his position, the professional body has confirmed.

Lync has bought seven firms that manage a total of £500m 06 November 2024 • 1 min read

Whether it's getting to a client meeting across town or to the hotel after landing in a new city, the need for ground transportation is a constant requirement when travelling for business. And, when we're working, we want to be sure we can get from A to B as quickly and effortlessly as possible.

Personal Finance Society (PFS) chair Christine Elliott has admitted the ongoing dispute between the organisation and the Chartered Insurance Institute (CII) is professionally embarrassing but assured members the boards of the two bodies were working to resolve the situation.

Personal Finance Society (PFS) chair Christine Elliott has admitted the ongoing dispute between the organisation and the Chartered Insurance Institute (CII) is professionally embarrassing but assured members the boards of the two bodies were working to resolve the situation.

Clients now want both real-time digital interfaces and the human touch from their financial adviser, leaving planners in a tough spot which technology will eventually solve, according to Monzo and Starling co-founder Jason Bates.

The chancellor’s move to include pension funds in the inheritance tax (IHT) regime in the Budget was the biggest shake-up in advice in decades and will bring a host of complexities to the planning process, said Quilter head of technical sales Roddy Munro.

Firms looking to operate in the adviser as a platform space should not take the plunge for a few extra basis points (bps) and must carefully weigh the increased risks of operating as co-manufacturers, Mark Polson has said.

WBR Group has bought NM Perris & Co, which trades as Brunel Trustees, for an undisclosed sum adding 200 small self-administered schemes (SSAS) and £300m in assets under administration.

Firms that embrace technology to enhance the advice process for clients will be the ones to succeed as artificial intelligence (AI) use continues to grow, delegates heard.