Best Practice | 9 Aug 19
Santander partners with charity to improve UK financial literacy
Four-in-10 Brits do not feel ‘fully confident’ with everyday budgeting and money management
Removing the back-office burden for advisers
It can reduce data errors and free up time – but only if done properly
Best Practice | 9 Aug 19
Cashless society taking its toll of financial awareness
Shift away from paper money risks leaving young people out of touch with their finances
Life insurer inks bancassurance deal with Indian Bank
Agreement will help make ‘insurance reachable to more consumers’ across India
Lloyds reveals robo plans for pots too small for Schroders
Firm’s mass market offering will launch in late 2020