Best Practice | 5 Sep 23
Paraplanners call for better tech to help deliver value for clients
But 54% see AI as both an opportunity and a threat
The seven signs of a ‘progressive platform’
Companies that strive to improve ‘haven’t always been easy to find’
FCA to review treatment of politically exposed persons
Regulator will ‘take prompt action if any significant deficiencies are identified in the arrangements of any firm assessed’
Best Practice | 5 Sep 23
Feifa unveils recruitment hub
To help member firms that have been ‘struggling to find appropriate people to fill roles that they have available’
Standard Life rolls out annuity
It will target customers focusing on ‘certainty and security’