Latest News - Christine Dawson
Tenet signs platform deal with Hubwise
Tenet will offer advisers two white-labelled platforms as part of the contract.
Robo-adviser Scalable Capital to launch pension offering
Scalable Capital is developing a Sipp service it will launch in the third quarter of this year.
Outsourcing concerns prompted Intelligent Pensions transfer suspension
It is understood Glasgow firm Intelligent Pensions has stopped carrying out DB transfers after the regulator queried the process by which other firms outsource pension transfers to the Scottish company.
Fidelity pitches to rival's Sipp clients
As clients are deciding where to hold their Sipp following the sale of TD Direct Investing to Interactive Investor, Fidelity is making a bid for business.
DFM Tatton to launch £50m IPO in July
DFM Tatton will float alongside advice support services provider Paradigm in July.
FCA asks if cashflow planning should be used for DB reports
The regulator has put the question to advisers as to whether stochastic cashflow modelling can be to build and communicate reports for clients about thier defined benefit to defined contribution pension transfer.
Outsourced transfer advice must consider where money ends up, FCA says
The FCA has told firms outsourcing pension transfers the advice suitability will depend on consideration of the destination of transferred funds.
FCA to consult on clarifying 'insistent client' definition
The FCA has announced it will launch a consultation to clarify the term 'insistent client.'
PI insurers weigh options as FCA acts on DB transfer advice
As the regulator steps up its bid to tackle unsuitable DB transfer advice, PI insurers have warned of rising premiums, or even pulling out of the market altogether, amid fears of a mis-selling saga.
Robo-adviser plots European expansion after BackRock investment
Robo-advice company Scalable Capital is looking at how to become the largest digital wealth management company in Europe.
Clive Woodward: How planners can reach peak performance
In the latest of our exclusive videos, former England Rugby manager Clive Woodward explains the secrets behind boosting performance and cultivating the right attitude.
Exclusive: Clive Woodward shares better business tips with New Model Adviser®
Rugby World Cup winning coach Clive Woodward explains why competition is key to improving a business.
Adviser Profile: Simon Landale of Lycetts
Simon Landale is aiming to make charity-owned Lycetts the most ethical IFA in the country, drawing on a huge database of potential clients and attracting socially minded staff